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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

Alternatives

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