STREAMLINE REPORTING

Beautifully designed reports to suite your firm’s needs.

Automated data feeds

We pull in raw data directly from your counterparties, and automate all investor and portfolio calculations

Approval workflows

Content management system with task & activity management to ensure both data and content are reviewed and approved prior to distribution

Visually rich branded reports

Branded portfolio and investor reports that automate all required investor and portfolio performance, risk, allocations calculations.

Distribution & Interaction tracking

Integration with data rooms for file distribution and investor interaction tracking.

Automated Beautiful Reports

Get started in three easy steps:

  1. Obsidian Suite connects your data

  2. Your firm selects the types and branding of reports

  3. The reporting engine is launched and in a few clicks reports can be created

Find out how the right analytics help your firm succeed