Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
                    Finlogik revolutionizes the investment sector by offering affordable, cutting-edge online tools and automated services, enabling both traditional institutions and self-directed firms to optimize their operations while adapting to the disruptive trends reshaping the financial industry. Partnering with an asset manager known for process-oriented investing, Finlogik empowers you to create and oversee effective, budget-friendly investment strategies that cater to both retail and institutional clients. With the help of analytical dashboards, users gain access to benchmarking capabilities, comprehensive reporting, and extensive data processing tools designed to evaluate portfolio risk, exposure, and overall performance. Whether dealing with straightforward listed securities or intricate OTC products, Finlogik is equipped to assist in managing a wide array of financial instruments, including stocks, futures, options, fixed income, money market assets, foreign exchange, and fund units. This adaptability ensures that clients can navigate the complexities of the financial market with confidence and efficiency.
                
            
        
            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
            
            
        
        
    
                API Access
            
                Has API
            
            
        
        
    
                Integrations
            
                
    Docusign
            
            
        
        
    
        
        
            
                
    Obsidian Suite
            
            
        
        
    
                
            Pricing Details
        $1 per month
        
    
    
    
        
        
            
                Free Trial
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Pricing Details
        No price information available.
        
        
    
    
    
        
        
            
                Free Trial
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
            Deployment
            
                Web-Based
            
            
        
        
    
        
        
            
                On-Premises
            
            
        
        
    
        
        
            
                iPhone App
            
            
        
        
    
        
        
            
                iPad App
            
            
        
        
    
        
        
            
                Android App
            
            
        
        
    
        
        
            
                Windows
            
            
        
        
    
        
        
            
                Mac
            
            
        
        
    
        
        
            
                Linux
            
            
        
        
    
        
        
            
                Chromebook
            
            
        
        
    
                Deployment
            
                Web-Based
            
            
        
        
    
        
        
            
                On-Premises
            
            
        
        
    
        
        
            
                iPhone App
            
            
        
        
    
        
        
            
                iPad App
            
            
        
        
    
        
        
            
                Android App
            
            
        
        
    
        
        
            
                Windows
            
            
        
        
    
        
        
            
                Mac
            
            
        
        
    
        
        
            
                Linux
            
            
        
        
    
        
        
            
                Chromebook
            
            
        
        
    
                Customer Support
            
                Business Hours
            
            
        
        
    
        
        
            
                Live Rep (24/7)
            
            
        
        
    
        
        
            
                Online Support
            
            
        
        
    
                Customer Support
            
                Business Hours
            
            
        
        
    
        
        
            
                Live Rep (24/7)
            
            
        
        
    
        
        
            
                Online Support
            
            
        
        
    
                Types of Training
            
                Training Docs
            
            
        
        
    
        
        
            
                Webinars
            
            
        
        
    
        
        
            
                Live Training (Online)
            
            
        
        
    
        
        
            
                In Person
            
            
        
        
    
                Types of Training
            
                Training Docs
            
            
        
        
    
        
        
            
                Webinars
            
            
        
        
    
        
        
            
                Live Training (Online)
            
            
        
        
    
        
        
            
                In Person
            
            
        
        
    
                Vendor Details
Company Name
FinlogiK
Founded
1998
Country
Canada
Website
www.finlogik.com
Vendor Details
Company Name
Obsidian Suite
Founded
2013
Country
United Kingdom
Website
obsidiansuite.com
Product Features
Hedge Fund
                                        Compliance Management
                                        
                                    
                                    
                                    
                                        Contact Management
                                        
                                    
                                    
                                    
                                        Investor Accounting
                                        
                                    
                                    
                                    
                                        Investor Reporting
                                        
                                    
                                    
                                    
                                        P&L Calculation
                                        
                                    
                                    
                                    
                                        Partnership Accounting
                                        
                                    
                                    
                                    
                                        Performance Analysis
                                        
                                    
                                    
                                    
                                        Portfolio Analysis
                                        
                                    
                                    
                                    
                                        Portfolio Management
                                        
                                    
                            
                        Investment Management
                                        Accounting Management
                                        
                                    
                                    
                                    
                                        Benchmarking
                                        
                                    
                                    
                                    
                                        Bonds / Stocks
                                        
                                    
                                    
                                    
                                        Client Management
                                        
                                    
                                    
                                    
                                        Commodities
                                        
                                    
                                    
                                    
                                        Compliance Reporting
                                        
                                    
                                    
                                    
                                        Data Import / Export
                                        
                                    
                                    
                                    
                                        For Investment Advisors
                                        
                                    
                                    
                                    
                                        For Investors & Traders
                                        
                                    
                                    
                                    
                                        Fund Management
                                        
                                    
                                    
                                    
                                        Modeling & Simulation
                                        
                                    
                                    
                                    
                                        Payroll & Commissions
                                        
                                    
                                    
                                    
                                        Performance Metrics
                                        
                                    
                                    
                                    
                                        Portfolio Management
                                        
                                    
                                    
                                    
                                        Risk Management
                                        
                                    
                            
                        Product Features
Financial Services
                                        Analytics
                                        
                                    
                                    
                                    
                                        Branch Optimization
                                        
                                    
                                    
                                    
                                        Channel Management
                                        
                                    
                                    
                                    
                                        Compliance Management
                                        
                                    
                                    
                                    
                                        Customer Engagement
                                        
                                    
                                    
                                    
                                        Performance Management
                                        
                                    
                                    
                                    
                                        Risk Management
                                        
                                    
                            
                        Hedge Fund
                                        Compliance Management
                                        
                                    
                                    
                                    
                                        Contact Management
                                        
                                    
                                    
                                    
                                        Investor Accounting
                                        
                                    
                                    
                                    
                                        Investor Reporting
                                        
                                    
                                    
                                    
                                        P&L Calculation
                                        
                                    
                                    
                                    
                                        Partnership Accounting
                                        
                                    
                                    
                                    
                                        Performance Analysis
                                        
                                    
                                    
                                    
                                        Portfolio Analysis
                                        
                                    
                                    
                                    
                                        Portfolio Management
                                        
                                    
                            
                        Investment Management
                                        Accounting Management
                                        
                                    
                                    
                                    
                                        Benchmarking
                                        
                                    
                                    
                                    
                                        Bonds / Stocks
                                        
                                    
                                    
                                    
                                        Client Management
                                        
                                    
                                    
                                    
                                        Commodities
                                        
                                    
                                    
                                    
                                        Compliance Reporting
                                        
                                    
                                    
                                    
                                        Data Import / Export
                                        
                                    
                                    
                                    
                                        For Investment Advisors
                                        
                                    
                                    
                                    
                                        For Investors & Traders
                                        
                                    
                                    
                                    
                                        Fund Management
                                        
                                    
                                    
                                    
                                        Modeling & Simulation
                                        
                                    
                                    
                                    
                                        Payroll & Commissions
                                        
                                    
                                    
                                    
                                        Performance Metrics
                                        
                                    
                                    
                                    
                                        Portfolio Management
                                        
                                    
                                    
                                    
                                        Risk Management