Obsidian SmartDocsObsidian Suite
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Related Products
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About
Obsidian is a powerful knowledge base that works on top of a local folder of plain text Markdown files. The human brain is non-linear: we jump from idea to idea, all the time. Your second brain should work the same. In Obsidian, making and following "connections" is frictionless. Tend to your notes like a gardener; at the end of the day, sit back and marvel at your own knowledge graph. Note-taking is incredibly personal. Tried every app, but there's always something not quite right? You deserve better. Obsidian is built to be extensible. With 22 core plugins and 149 community plugins, set up your own toolkit and get running in minutes. You'll even be able to install third party plugins or build your own once Obsidian reaches v1.0. Sky's the limit. In our age when cloud services can shut down, get bought, or change privacy policy any day, the last thing you want is proprietary formats and data lock-in. With Obsidian, your data sits in a local folder.
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About
Pre-populate smart web forms with data and quickly generate NDAs, term sheets, subscriptions, KYC documents, and more. Direct integration into Obsidian Suite’s advanced client management database to track all client compliance info. Save time with our simple electronic sign-off, offered via enhanced DocuSign integration. Utilize up-to-date document status tracking and full client interaction tracking via CRM auto-feed. Obsidian’s interactive client portals cover any type of client including institutional, high-net-worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. Obsidian SmartDocs is an industry-leading solution for electronic subscriptions and KYC docs for investment firms. By automating, streamlining and managing investor data flows across systems, SmartDocs helps investment firms grow faster.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Anyone who needs a powerful knowledge base a powerful knowledge base to work with a local folder of plain text markdown files
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Audience
Investment firms and traders seeking a solution to manage all their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$25 one-time payment
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationObsidian
obsidian.md/
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Company InformationObsidian Suite
Founded: 2013
United Kingdom
obsidiansuite.com
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Categories |
Categories |
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Hedge Fund Features
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
Amurex
Docusign
Dropbox
Electron
FlowShare
GitHub
HoverNotes
Hyprnote
Inbox AI
Markdown
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Integrations
Amurex
Docusign
Dropbox
Electron
FlowShare
GitHub
HoverNotes
Hyprnote
Inbox AI
Markdown
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