Obsidian Suite

About Obsidian Suite

Obsidian Suite is an investor management platform for financial firms and service providers with suites for CRM and prospect management, investor portals, data rooms, business intelligence, and automated reporting. The all-in-one solution is suitable for asset managers, financial service providers, institutions, private equity, financial advisors, family officers, and any other type of financial firm aiming to manage their day-to-day operations and provide an enhanced client experience.

The CRM and Prospect Portal suite provides users with the tools to manage clients and prospects from one interactive dashboard. In order to help users stay on top of communications, the CRM dashboard displays a log of all interactions with contacts including any notes, activities, follow-ups, pipelines, and opportunities. Obsidian Suite can be integrated with email clients to sync emails and contacts within the CRM tool. The Investor Portal provides communication tools including automatic, interactive data feeds, targeted information, automated calculations and account analytics, and more, and can be accessed by clients from any device.

In order to help businesses manage their data, Obsidian Suite provides Data Rooms and Business Intelligence suites which contain features including document storage and sharing, version control, secure data transfer, automated data feeds, financial and sales analytics, predictive intelligence, and more. Reports can also be automated to pull in raw data for partners and generate visual investor and portfolio performance reports.