Obsidian Solutions

Obsidian Suite


Who Uses This Software?

Investment managers in multiple verticals, including hedge funds, funds of funds, private equity, venture capital, institutional investors, family offices, prime brokerages and fund administrators.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Obsidian Solutions
  • obsidiansuite.com
  • United Kingdom

About Obsidian Suite

Obsidian is an all in one investor management framework with a proven track record helping financial clients rapidly digitize operations, cut costs, and improve sales cycles. Our modern interface lets clients choose from advanced Finance CRM, Data Rooms & Client Portals, while benefiting from the fastest deployments in market. We provide the best in class cyber security, and bank level encryption. Join 10K+ happy Obsidian users, and transform your operations.


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Obsidian Suite Features

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

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