Obsidian Suite vs VestServe
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Overview
Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more
Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- Phone Support
- 24/7 (Live rep)
- Chat
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers.
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds,...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Cost
Starting from
USD 1.00
- Free Version
- Free Trial
- Subscription
Starting from
USD 27,500.00/year
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
5/ 5Features
5/ 5Customer Service
5/ 5Value for Money
5/ 5Features
Total features 36
- AIMR Compliance
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Asset Lifecycle Management
- Audit Trail
- Automated Execution
- Benchmarking
- Bonds/Stocks
- CRM
- Client Management
- Client Portal
- Commodity Futures
- Compliance Management
- Compliance Tracking
- Contact Management
- Controls Audit
- Credit Risk Management
- Customizable Reports
- Data Import/Export
- Debt Management
- Derivative Valuation
- Document Management
- Fee Management
- Financial Analysis
- Financial Management
- Financial Risk Reporting
- For Hedge Funds
- Foreign Exchange Risks
- Fraud Detection
- Fund Management
- Hierarchy Management
- Income & Balance Sheet
- Interest Rate Risks
- Investments Tracking
- Investor Management
- Investor Reporting
- Limit Control
- Liquidity Analysis
- Loan Portfolio Management
- Market Risk Management
- Modeling & Simulation
- Modified Dietz Analysis
- Monitoring
- Order Management
- Performance Analysis
- Performance Metrics
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Profit/Loss Statement
- Rate of Return Analysis
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Risk Analysis
- Risk Assessment
- Risk Management
- Scenario Planning
- Secure Data Storage
- Stress Tests
- Trade Tracking
- Visual Analytics
- Workflow Management
Total features 58
- AIMR Compliance
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Asset Lifecycle Management
- Audit Trail
- Automated Execution
- Benchmarking
- Bonds/Stocks
- CRM
- Client Management
- Client Portal
- Commodity Futures
- Compliance Management
- Compliance Tracking
- Contact Management
- Controls Audit
- Credit Risk Management
- Customizable Reports
- Data Import/Export
- Debt Management
- Derivative Valuation
- Document Management
- Fee Management
- Financial Analysis
- Financial Management
- Financial Risk Reporting
- For Hedge Funds
- Foreign Exchange Risks
- Fraud Detection
- Fund Management
- Hierarchy Management
- Income & Balance Sheet
- Interest Rate Risks
- Investments Tracking
- Investor Management
- Investor Reporting
- Limit Control
- Liquidity Analysis
- Loan Portfolio Management
- Market Risk Management
- Modeling & Simulation
- Modified Dietz Analysis
- Monitoring
- Order Management
- Performance Analysis
- Performance Metrics
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Profit/Loss Statement
- Rate of Return Analysis
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Risk Analysis
- Risk Assessment
- Risk Management
- Scenario Planning
- Secure Data Storage
- Stress Tests
- Trade Tracking
- Visual Analytics
- Workflow Management
Integrations
- Docusign
- Mailchimp
- Microsoft Outlook
- QuickBooks Online Advanced
- Docusign
- Mailchimp
- Microsoft Outlook
- QuickBooks Online Advanced
