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
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:
Obsidian Suite connects your data
Your firm selects the types and branding of reports
The reporting engine is launched and in a few clicks reports can be created