CRM for Finance
From prospect to established client we have you covered. Track activities, notes, and manage your pipeline. Fully integrate your inbox to sync important emails with your CRM. Close deals faster with the only interactive prospect portal included with the CRM for finance suite.
Designed for financial professionals. Obsidian’s Business Intelligence Suite offers a variety of plugins helping financial firms analyze portfolio and investor data, including subscription tracking by portfolio, sales person, or representative, performance & risk analytics, as well as account activity & PnL tracking.
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.
Data Rooms are designed for the complex needs of financial firms. Starting from secure file sharing to auto populated web forms that convert into term sheets and subscription docs for rapid client onboarding. Data Rooms cover the entire spectrum of securely tracking and sharing all your documents in one place.
Privacy and security is at our core
Private, segregated database per client
We take security to the next level and segregate each client’s data in a private database, ensuring complete segregation, client ownership, and complete privacy.
Secure Dual authentication sign on
Your firm has the option for dual sign on providing an extra layer of security.
Bank level encryption to securely guard your data
We use TLS 1.2 with 256-BIT encryption and dual encryption for sign-on tokens.
THE ELEGANT EXPERIENCE
100% mobile friendly
The entire platform is easily accessible on any device.
Easy to use, drag & drop dashboards, ensuring seamless firm wide adoption.
We think global and can support multilingual clients with our software.
Who is Obsidian Suite for
With a wide array of capabilities, spanning from CRM to automated reporting, Obsidian is the right fit for any type of financial firm looking to digitize their operations, find efficiencies, and provide a superior client experience.
Fund of Funds
Real Estate Funds
Institutions and Pension Funds
Financial Service Providers
Secure your client data, and make it available to your team anytime, anywhere so that they are always informed when meeting investors. Take it a step further and give your investors access to the information you want them to see. “We are a 55-year old fund manager and recently signed on with Obsidian to integrate our investor data with the platform of a new administrator as well as provide in-depth analytics of our investors. Obsidian was faced with the challenge of onboarding a rather large data set with investor trades going back decades. The translation algorithms they used worked very well and they processed the data accurately and under a very tight timeline. They also ran an automated comparison in their system to ensure that our trade history added up to our month ends. As far as data management is concerned, this is what we were looking for, and we are excited to get going with the platform.”
Intelligent business analytics providing relevant information that is automatically calculated and updated. Ability to share information seamlessly with clients. “As a boutique prime broker we pride ourselves in our exceptional expertise and client experience. We have decided to work with Obsidian as a technology solution to provide us with the next level of business intelligence our clients and internal team requires for their daily needs. We were impressed with how quickly we were able to be up and running and how easily we can select various dashboards that suit our users needs with full accessibility on any mobile and desktop device. ”
Interactive client management enables financial firms at all growth stages to provide a superior service.
“We are a fast growing fund that requires access to all our key data on the go. Obsidian was able to meet all our needs with an outstanding interactive investor portal, far superior to anything we have seen on the market. Given that client service is our highest priority, being able to offer our investors seamless access to dynamic sets of information on any mobile or desktop device is an integral part of ensuring our continued success Overall, Obsidian has been a fantastic partner to work with and continues to look for new ways to add value to our business.’
Obsidian helps administrators harness the power of the data they generate to better service their clients. Here is what one of our admin partners has to say: “As a fund administrator that takes pride in providing a service tailored for boutique funds in Canada, we are always on the lookout for innovative ways to help our clients optimize their operations. We came across Obsidian, and were initially impressed with what the platform looked like and could do, so we decided to put them to the test with a few of our clients, and had nothing but positive feedback. With full portfolio and investor data integration, and a price point that makes sense, they are a great addition to only a few fully automated software options accessible to boutique fund managers.”
Automated fund and investors reporting - you have more important things to do than worry about fact sheets, and distributing investor reports. FundBinder automatically generates and distributes complex reports in just two clicks. “We engaged Obsidian to help streamline reporting, investor data, and get ready for CRM2. They bring cloud efficiency to a new level for us. The data integration was done directly with our administrator, and there were none of those IT issues that we had to deal with. Instead, internally, we could focus on strategy of how we wanted to communicate with our clients. It is amazing to think that now our statistic and graph heavy fact sheets can be generated with literally 2 clicks in Obsidian’s FundBinder! The team at Obsidian is also very responsive and accommodating to our business needs and customizations. They listened to our needs and understood our vision thus creating a template for the product that was in sync with our business image and goals.”