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

Competitor Feature Comparison

Activity Dashboard
Activity Tracking
Analytics
Approval Process Control
Asset Management
Audit Trail
Benchmarking
Business Intelligence
CRM Integration
Client Portal
Compliance Management
Contact Management
Customer Database
Dashboard Creation
Data Import/Export
Drag & Drop Interface
Electronic Signature Capture
Email Integration
File Management
File Transfer
Filtered Views
Financial Management
Follow-up Scheduling
Monitoring
Order Management
Partner Management
Performance Reports
Pipeline Management
Portfolio Management
Project Notes
Prospecting Tools
Risk Analytics
Risk Assessment
SSL Security
Secure Data Storage
Self Service Portal
Vendor Management
Version Control
Visual Analytics
Web Forms
Workflow Management
Learn moreCompare App
Activity Dashboard
Activity Tracking
Analytics
Approval Process Control
Asset Management
Audit Trail
Benchmarking
Business Intelligence
CRM Integration
Client Portal
Compliance Management
Contact Management
Customer Database
Dashboard Creation
Data Import/Export
Drag & Drop Interface
Electronic Signature Capture
Email Integration
File Management
File Transfer
Filtered Views
Financial Management
Follow-up Scheduling
Monitoring
Order Management
Partner Management
Performance Reports
Pipeline Management
Portfolio Management
Project Notes
Prospecting Tools
Risk Analytics
Risk Assessment
SSL Security
Secure Data Storage
Self Service Portal
Vendor Management
Version Control
Visual Analytics
Web Forms
Workflow Management
Visit WebsiteCompare App
Activity Dashboard
Activity Tracking
Analytics
Approval Process Control
Asset Management
Audit Trail
Benchmarking
Business Intelligence
CRM Integration
Client Portal
Compliance Management
Contact Management
Customer Database
Dashboard Creation
Data Import/Export
Drag & Drop Interface
Electronic Signature Capture
Email Integration
File Management
File Transfer
Filtered Views
Financial Management
Follow-up Scheduling
Monitoring
Order Management
Partner Management
Performance Reports
Pipeline Management
Portfolio Management
Project Notes
Prospecting Tools
Risk Analytics
Risk Assessment
SSL Security
Secure Data Storage
Self Service Portal
Vendor Management
Version Control
Visual Analytics
Web Forms
Workflow Management
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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
Helpful?   Yes   No
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