Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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