Obsidian SmartDocs

Obsidian SmartDocs

Obsidian Suite
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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone who needs a powerful knowledge base a powerful knowledge base to work with a local folder of plain text markdown files

Audience

Investment firms and traders seeking a solution to manage all their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$25 one-time payment
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.3 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Obsidian
obsidian.md/

Company Information

Obsidian Suite
Founded: 2013
United Kingdom
obsidiansuite.com

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Options

Options

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FundCount

FundCount

FundCount Americas

Categories

Categories

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

Integrations

Amurex
Docusign
Dropbox
Electron
FlowShare
GitHub
HoverNotes
Hyprnote
Inbox AI
Markdown
Mermaid Chart
Msty
Obsidian Suite
Pieces
Podwise
Snipd
Superlist
TypeScript
Unkover
nao

Integrations

Amurex
Docusign
Dropbox
Electron
FlowShare
GitHub
HoverNotes
Hyprnote
Inbox AI
Markdown
Mermaid Chart
Msty
Obsidian Suite
Pieces
Podwise
Snipd
Superlist
TypeScript
Unkover
nao
Claim Obsidian and update features and information
Claim Obsidian and update features and information
Claim Obsidian SmartDocs and update features and information
Claim Obsidian SmartDocs and update features and information