Obsidian Suite

“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.”

“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 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.”