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.

Financial Analytics

Automated calculation and visualization for investor and portfolio performance, risk, and allocations.

Management Insight

Drag & drop mission control dashboards that let mangers get an in-depth overview of their sales, operations, and investments.

Predictive Intelligence

Advance tracking of investor interactions with the portal, with behavioural analytics to identify early signs of redemptions and take timely actions.

Sales Analytics

Visualize and segment cash inflows and outflows by sales staff, representatives, referrers, portfolios and more.

Truly Connected

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:

  1. Obsidian Business Intelligence connects your data

  2. Your firm selects visual plugins that suite your needs

  3. The suite is launched with full mobile ready access

Find out how the right analytics help your firm succeed