Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Aureon is an AI intent layer for Mac. Say or type one passage like "review at 3pm tomorrow, remind me to send the deck, save this idea", and Aureon splits it into intents and creates the right items in Calendar, Reminders, Notes, Things, Notion, Todoist and more. Create-only, reviewable, asks when unsure.
Description
Effortlessly fill out intelligent web forms with relevant data and swiftly create NDAs, term sheets, subscription agreements, KYC documents, and more. Seamlessly connect with Obsidian Suite’s sophisticated client management database to monitor all aspects of client compliance. Optimize your workflow with our easy electronic sign-off feature, integrated with the advanced capabilities of DocuSign. Take advantage of real-time document status updates and comprehensive client interaction tracking through automated CRM feeds. Obsidian’s dynamic client portals cater to a diverse range of clientele, including institutional investors, high-net-worth individuals, and professional firms. This suite provides unmatched adaptability in client communication tailored for all types of investment management firms. Obsidian SmartDocs stands out as a premier solution for electronic subscriptions and KYC documentation within the investment sector. By automating and optimizing the management of investor data flows across various systems, SmartDocs empowers investment firms to achieve accelerated growth while enhancing their operational efficiency. Furthermore, the platform’s user-friendly interface ensures that all stakeholders can easily navigate and utilize its features effectively.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Apple Calendar
Yes
Apple Notes
Yes
Apple Reminders
Yes
Docusign
No
Model Context Protocol (MCP)
Yes
Notion
Yes
Obsidian
Yes
Obsidian Suite
No
Things
Yes
Todoist
Yes
Integrations
Apple Calendar
No
Apple Notes
No
Apple Reminders
No
Docusign
Yes
Model Context Protocol (MCP)
No
Notion
No
Obsidian
No
Obsidian Suite
Yes
Things
No
Todoist
No
Pricing Details
Paid with free trial
Paid, free trial
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
Yes
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
InAureon
Founded
2018
Country
Hong Kong
Website
inaureon.com
Vendor Details
Company Name
Obsidian Suite
Founded
2013
Country
United Kingdom
Website
obsidiansuite.com
Product Features
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No
Hedge Fund
Compliance Management
Yes
Contact Management
Yes
Investor Accounting
Yes
Investor Reporting
Yes
P&L Calculation
Yes
Partnership Accounting
No
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
No
Risk Management
Yes