Obsidian Suite

SmartDocs


5 / 5
1 review

Who Uses This Software?

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


Average Ratings

1 Review

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

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

Vendor Details

  • Obsidian Suite
  • obsidiansuite.com
  • Founded 2013
  • United Kingdom

About SmartDocs

SmartDocs is an electronic solution for KYC and subscription docs. Easy to use web forms eliminate all errors & omissions and back-and forth with clients. Electronic signature option adds to the convenience. All data entered in documents is stored in KYC vaults notifying you of upcoming maturities, ID expiries, and is used to pre-populate all future docs to ensure a 98% time reduction for complex documents. Other Obsidian Suite products include: IR portals, business intelligence, CRM & more!


SmartDocs Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management

SmartDocs Reviews Recently Reviewed!


Smartdocs

Jan 02, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: SmartDocs is a gamechanger when it comes to completing subscription documents. It has taken a cumbersome process and made it simple, fast, and efficient.

Cons: Nothing negative to review of the final version.