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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Amurex is an innovative, open-source productivity platform powered by AI, designed to act as an "invisible companion" that effortlessly fits into your current workflows, eliminating the need for additional software. It streamlines various tasks, including meeting transcription, summarization, and tracking action items, and is compatible with popular platforms such as Google Meet and Microsoft Teams. Alongside providing real-time suggestions during meetings, it offers recaps for those who join late and can generate polished follow-up emails at the click of a button. In addition to its meeting functionalities, Amurex features a comprehensive search engine that spans tools like Notion, Google Drive, and Obsidian, allowing for immediate access to vital information. It also automatically categorizes and prioritizes emails, making inbox management significantly more efficient. Designed to be fully self-hosted, Amurex guarantees users full control of their data and prioritizes privacy, making it an attractive option for security-conscious individuals. The platform's web interface, developed with Next.js, enables quick access to previous meetings, notes, and documents, thereby boosting overall productivity while fostering an environment conducive to collaboration and efficiency.

Description

From initial prospecting to becoming a valued client, our services provide comprehensive support. You can conveniently monitor activities, take notes, and oversee your pipeline with ease. Our system allows for seamless integration of your inbox so that essential emails are automatically synced with your CRM. Accelerate your deal closures with our unique interactive prospect portal, an integral part of the CRM tailored specifically for the finance sector. Designed with the needs of financial professionals in mind, Obsidian’s Business Intelligence Suite features a wide array of plugins that empower financial firms to effectively analyze portfolio and investor metrics. This includes tracking subscriptions by portfolio, sales representative, or advisor, as well as providing insights into performance, risk analytics, and account activity alongside PnL tracking. With Obsidian’s interactive client portals, you can engage with various client types, from institutional investors to high-net-worth individuals and professional firms. This suite not only delivers exceptional adaptability in client communication but also ensures that all investment management firms can meet their unique requirements with ease. Ultimately, our solutions are crafted to enhance client relationships and streamline financial operations effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Brave Browser Yes 
Google Chrome Yes 
Google Docs Yes 
Google Drive Yes 
Google Meet Yes 
Microsoft Edge Yes 
Microsoft Teams Yes 
Next.js Yes 
Notion Yes 
Obsidian Yes 
Obsidian SmartDocs No 

Integrations

Brave Browser No 
Google Chrome No 
Google Docs No 
Google Drive No 
Google Meet No 
Microsoft Edge No 
Microsoft Teams No 
Next.js No 
Notion No 
Obsidian No 
Obsidian SmartDocs Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Amurex

Country

United States

Website

www.amurex.ai/

Vendor Details

Company Name

Obsidian Suite

Founded

2013

Country

Canada

Website

obsidiansuite.com

Product Features

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

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