Obsidian Suite

Investor Management Software.

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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, salesperson, 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.
Obsidian Solutions

Screenshot & Video

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LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based

SUPPORT

  • Chat

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

Obsidian Suite Core Features

Hedge Fund

  • Client Portal
  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Profit/Loss Statement

Obsidian Suite Pricing

Pricing Type

  • Contact Vendor

Free Version

  • No

Payment Frequency

  • Quote Based
Vendor pricing page

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