Obsidian Suite vs daappa
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Learn more
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
- Knowledge Base
- Phone Support
- Chat
The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat
Images
Cost
Starting from
USD 1.00
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
5/ 5Features
5/ 5Customer Service
5/ 5Value for Money
5/ 5Features
Total features 36
- API
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Benchmarking
- Billing & Invoicing
- Bonds/Stocks
- Budgeting/Forecasting
- CRM
- Cash Management
- Chart of Accounts
- Client Management
- Client Portal
- Commodity Futures
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Management
- Customizable Reports
- Customizable Templates
- Dashboard Creation
- Data Import/Export
- Data Visualization
- Document Management
- Document Storage
- Expense Tracking
- Fee Management
- Financial Analysis
- Financial Management
- Financial Reporting
- For Hedge Funds
- For Investment Advisors
- For Investors & Traders
- Fund Management
- General Ledger
- Income & Balance Sheet
- Investment Management
- Investments Tracking
- Investor Management
- Investor Reporting
- Invoice Management
- Monitoring
- Multi-Company
- Multi-Currency
- Order Management
- Partnership Accounting
- Performance Analysis
- Performance Metrics
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
- Projections
- Purchasing & Receiving
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Revenue Recognition
- Risk Analysis
- Risk Assessment
- Risk Management
- Secure Data Storage
- Tax Management
- Third-Party Integrations
- Transaction History
- Transaction Monitoring
- User Management
- Visual Analytics
- Workflow Management
Total features 73
- API
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Benchmarking
- Billing & Invoicing
- Bonds/Stocks
- Budgeting/Forecasting
- CRM
- Cash Management
- Chart of Accounts
- Client Management
- Client Portal
- Commodity Futures
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Management
- Customizable Reports
- Customizable Templates
- Dashboard Creation
- Data Import/Export
- Data Visualization
- Document Management
- Document Storage
- Expense Tracking
- Fee Management
- Financial Analysis
- Financial Management
- Financial Reporting
- For Hedge Funds
- For Investment Advisors
- For Investors & Traders
- Fund Management
- General Ledger
- Income & Balance Sheet
- Investment Management
- Investments Tracking
- Investor Management
- Investor Reporting
- Invoice Management
- Monitoring
- Multi-Company
- Multi-Currency
- Order Management
- Partnership Accounting
- Performance Analysis
- Performance Metrics
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
- Projections
- Purchasing & Receiving
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Revenue Recognition
- Risk Analysis
- Risk Assessment
- Risk Management
- Secure Data Storage
- Tax Management
- Third-Party Integrations
- Transaction History
- Transaction Monitoring
- User Management
- Visual Analytics
- Workflow Management
Integrations
- Docusign
- Mailchimp
- Microsoft Outlook
Not provided by vendor
