Obsidian Suite vs Unity
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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
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both retail and institutional customers
• trade all exchange traded and OTC instruments
• fulfil all necessary back-office operations
Unity allows you to:
• trade with 100,000+ instruments in all asset classes
• create multiple white-labels
• integrate any provider
• work with both...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Cost
Starting from
USD 1.00
- Free Version
- Free Trial
- Subscription
Starting from
USD 3,500.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
5/ 5Features
5/ 5Customer Service
5/ 5Value for Money
5/ 5Ease of Use
5/ 5Features
5/ 5Customer Service
5/ 5Value for Money
5/ 5Features
Total features 36
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Approval Process Control
- Asset Lifecycle Management
- Audit Trail
- Automated Execution
- Benchmarking
- Bonds/Stocks
- Budgeting/Forecasting
- CRM
- Calendar Management
- Cash Management
- Categorisation/Grouping
- Channel Management
- Client Management
- Client Portal
- Collaboration Tools
- Commodity Futures
- Communication Management
- Competitive Analysis
- Compliance Management
- Compliance Tracking
- Contact Management
- Credit Card Processing
- Cryptocurrency Tracking
- Customer Engagement
- Customer Management
- Customisable Branding
- Customisable Dashboard
- Customizable Reports
- Customizable Templates
- Dashboard Creation
- Data Connectors
- Data Import/Export
- Data Management
- Data Mapping
- Data Visualization
- Derivative Valuation
- Document Management
- Electronic Payments
- Enterprise Risk Management
- Event Tracking
- Fee Management
- Financial Analysis
- Financial Management
- Financial Risk Reporting
- For Financial Institutions
- For Hedge Funds
- For Investment Advisors
- For Investors & Traders
- For Traders
- Forecasting
- Foreign Exchange Risks
- Fund Management
- General Ledger
- Goal Setting/Tracking
- Historical Reporting
- Income & Balance Sheet
- Investment Management
- Investments Tracking
- Investor Communication
- Investor Management
- Investor Portal
- Investor Reporting
- Liquidity Analysis
- Loan Portfolio Management
- Market Risk Management
- Mobile Access
- Modeling & Simulation
- Monitoring
- Multi-Currency
- Multiple Data Sources
- Order Management
- Performance Analysis
- Performance Management
- Performance Metrics
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Portfolio Reporting
- Predictive Analytics
- Price Optimization
- Price/Margin Management
- Profit/Loss Statement
- Purchase Order Management
- Purchasing & Receiving
- Rate of Return Analysis
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Reporting & Statistics
- Reporting/Analytics
- Risk Analysis
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Scheduled/Automated Reports
- Search/Filter
- Secure Data Storage
- Settlement Management
- Stock Management
- Stock Tracking
- Tax Compliance
- Tax Management
- Third-Party Integrations
- Trade Management
- Trade Tracking
- Transaction History
- Transaction Monitoring
- Trend Analysis
- User Management
- Visual Analytics
- Visual Discovery
- Watch List
- Workflow Management
Total features 119
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Approval Process Control
- Asset Lifecycle Management
- Audit Trail
- Automated Execution
- Benchmarking
- Bonds/Stocks
- Budgeting/Forecasting
- CRM
- Calendar Management
- Cash Management
- Categorisation/Grouping
- Channel Management
- Client Management
- Client Portal
- Collaboration Tools
- Commodity Futures
- Communication Management
- Competitive Analysis
- Compliance Management
- Compliance Tracking
- Contact Management
- Credit Card Processing
- Cryptocurrency Tracking
- Customer Engagement
- Customer Management
- Customisable Branding
- Customisable Dashboard
- Customizable Reports
- Customizable Templates
- Dashboard Creation
- Data Connectors
- Data Import/Export
- Data Management
- Data Mapping
- Data Visualization
- Derivative Valuation
- Document Management
- Electronic Payments
- Enterprise Risk Management
- Event Tracking
- Fee Management
- Financial Analysis
- Financial Management
- Financial Risk Reporting
- For Financial Institutions
- For Hedge Funds
- For Investment Advisors
- For Investors & Traders
- For Traders
- Forecasting
- Foreign Exchange Risks
- Fund Management
- General Ledger
- Goal Setting/Tracking
- Historical Reporting
- Income & Balance Sheet
- Investment Management
- Investments Tracking
- Investor Communication
- Investor Management
- Investor Portal
- Investor Reporting
- Liquidity Analysis
- Loan Portfolio Management
- Market Risk Management
- Mobile Access
- Modeling & Simulation
- Monitoring
- Multi-Currency
- Multiple Data Sources
- Order Management
- Performance Analysis
- Performance Management
- Performance Metrics
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Portfolio Reporting
- Predictive Analytics
- Price Optimization
- Price/Margin Management
- Profit/Loss Statement
- Purchase Order Management
- Purchasing & Receiving
- Rate of Return Analysis
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Reporting & Statistics
- Reporting/Analytics
- Risk Analysis
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Scheduled/Automated Reports
- Search/Filter
- Secure Data Storage
- Settlement Management
- Stock Management
- Stock Tracking
- Tax Compliance
- Tax Management
- Third-Party Integrations
- Trade Management
- Trade Tracking
- Transaction History
- Transaction Monitoring
- Trend Analysis
- User Management
- Visual Analytics
- Visual Discovery
- Watch List
- Workflow Management
Integrations
- Docusign
- Fireblocks
- Kraken
- Mailchimp
- Microsoft Outlook
- Docusign
- Fireblocks
- Kraken
- Mailchimp
- Microsoft Outlook
