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.
“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.”
“We engaged Obsidian to help streamline reporting, investor data, and get ready for CRM2. They bring cloud efficiency to a new level for us. The data integration was done directly with our administrator, and there were none of those IT issues that we had to deal with. Instead, internally, we could focus on strategy of how we wanted to communicate with our clients. It is amazing to think that now our statistic and graph heavy fact sheets can be generated with literally 2 clicks in Obsidian’s FundBinder! The team at Obsidian is also very responsive and accommodating to our business needs and customizations. They listened to our needs and understood our vision thus creating a template for the product that was in sync with our business image and goals.”
“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.”
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