Obsidian Solutions is a leading brand that specializes in creating intelligent investor management software for financial firms. Their comprehensive suite of products and services includes CRM, business intelligence, investor portals, and SmartDocs. With Obsidian, financial firms can thrive by increasing productivity and digitizing their operations.

Their CRM solution is designed specifically for finance professionals, offering features such as activity tracking, notes management, and pipeline management. It also integrates seamlessly with email for efficient communication. The investor portals provided by Obsidian are interactive and cater to all types of clients, from institutional to high net worth individuals.

Their SmartDocs solution automates and streamlines the management of investor data flows, enabling investment firms to grow faster. Obsidian places a strong emphasis on privacy and security, with a private and segregated database for each client and bank-level encryption to guard data. The software is 100% mobile-friendly, has an intuitive interface, and supports multilingual capability.

The Obsidian investor management software is suitable for asset managers, hedge funds, real estate funds, financial advisors, and many other types of financial firms. Testimonials from clients highlight the platform's effectiveness in managing data, providing business intelligence, and enhancing client service. With Obsidian Solutions, financial firms can optimize their operations and provide a superior client experience