Obsidian Suite
Investor Management Software.
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.
Licensing & Deployment
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Cloud Hosted
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Web-based
Support
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Chat
Knowledge Base
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Help Guides
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Video Guides
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Blogs
Obsidian Suite Core Features
Focus of Hedge Fund Feature
- Client Portal
- Compliance Management
- Contact Management
- Investor Accounting
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
Obsidian Suite Pricing
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Quote Based
Obsidian Suite Reviews
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