Drag and drop dashboards curate financial analytics your firm needs.
Automated data feeds
We pull in raw data directly from your counterparties, and automate all investor and portfolio calculations.
Automated calculation and visualization for investor and portfolio performance, risk, and allocations.
Drag & drop mission control dashboards that let mangers get an in-depth overview of their sales, operations, and investments.
Advance tracking of investor interactions with the portal, with behavioural analytics to identify early signs of redemptions and take timely actions.
Visualize and segment cash inflows and outflows by sales staff, representatives, referrers, portfolios and more.
The business intelligence suite can be utilized alone or combined with any of the other suites available in the platform.
Interactive Business Intelligence
Get started in three easy steps:
Obsidian Business Intelligence connects your data
Your firm selects visual plugins that suite your needs
The suite is launched with full mobile ready access