Obsidian Suite

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Read 5 Obsidian Suite reviews and testimonials from customers, explore case studies and customer success stories, and watch customer videos to see why companies chose Obsidian Suite as their Financial Services

Obsidian Suite is an all in one investor management framework with a proven track record helping hedge fund clients rapidly digitize operations, cut costs, and improve sales cycles. Their modern interface lets clients choose from 4 key suites: Finance CRM, SmartDocs, Investor Portals, and Business Intelligence, while benefiting from the fastest deployments in market. They provide the best in class cyber security, and bank level encryption.

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Customer Rating Review Scorebased on 732 reference ratings
4.8/5.0 (732)

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Featured Testimonials

  • “We are a 55-year old fund manager and recently signed on with Obsidian to integrate our investor data with the platform of a new administrator as well as provide in-depth analytics of our investors. Obsidian was faced with the challenge of onboarding a rather large data set with investor trades going back decades. The translation algorithms they used worked very well and they processed the data accurately and under a very tight timeline. They also ran an automated comparison in their system to ensure that our trade history added up to our month ends. As far as data management is concerned, this is what we were looking for, and we are excited to get going with the platform.”

  • “As a boutique prime broker we pride ourselves in our exceptional expertise and client experience. We have decided to work with Obsidian as a technology solution to provide us with the next level of business intelligence our clients and internal team requires for their daily needs. We were impressed with how quickly we were able to be up and running and how easily we can select various dashboards that suit our users needs with full accessibility on any mobile and desktop device.”

  • “As a fund administrator that takes pride in providing a service tailored for boutique funds in Canada, we are always on the lookout for innovative ways to help our clients optimize their operations. We came across Obsidian, and were initially impressed with what the platform looked like and could do, so we decided to put them to the test with a few of our clients, and had nothing but positive feedback. With full portfolio and investor data integration, and a price point that makes sense, they are a great addition to only a few fully automated software options accessible to boutique fund managers.”

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Read Obsidian Suite Reviews, Testimonials & Customer References from 5 real Obsidian Suite customers.