Obsidian Suite

“We are a fast growing fund that requires access to all our key data on the go. Obsidian was able to meet all our needs with an outstanding interactive investor portal, far superior to anything we have seen on the market. Given that client service is our highest priority, being able to offer our investors seamless access to dynamic sets of information on any mobile or desktop device is an integral part of ensuring our continued success Overall, Obsidian has been a fantastic partner to work with and continues to look for new ways to add value to our business."

“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 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.”