Obsidian Suite Features

Obsidian Suite

All-in-one investor management for financial firms

5.0/5 (1 review)

Obsidian Suite Feature Summary

  • Fund management
  • Risk management
  • Vendor management
  • Partner management
  • Financial management
  • CRM integration
  • Business intelligence
  • Activity logging
  • Activity tracking
  • Project notes
  • Pipeline management
  • Email integration
  • Prospecting tools
  • Performance reports
  • Risk analytics
  • Asset management
  • Activity dashboard
  • Client portal
  • Secure data storage
  • Web forms
  • Subscription services
  • File management
  • File transfer
  • Client database
  • Security & encryption
  • Drag & drop interface
  • Dashboard creation
  • Contact management
  • Follow-up scheduling
  • Filtered views
  • Version control
  • Electronic signature capture
  • Visual analytics
  • Risk assessment
  • Workflow management
  • Approval process control

Finance & Accounting Feature Comparison

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Billing & Invoicing (146 other apps)
Compliance Management (130 other apps)
Customizable Reporting (131 other apps)
Data Import/Export (140 other apps)
Electronic Payments (135 other apps)
Expense Tracking (135 other apps)
Financial Analysis (103 other apps)
Invoice Management (193 other apps)
Invoice Processing (123 other apps)
Multi-Currency (131 other apps)
Real Time Data (127 other apps)
Reporting & Statistics (182 other apps)
Third Party Integration (147 other apps)
Workflow Management (115 other apps)

Competitor Feature Comparison

Obsidian Suite Feature Reviews

1 reviewers had the following to say about Obsidian Suite's features:

Raj Tandon

Smartdocs

2019-01-02

Pros

It has taken a cumbersome process and made it simple, fast, and efficient.

Cons

Nothing negative to review of the final version.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
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