Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Structure your day by arranging your tasks based on their importance and utilizing a straightforward drag-and-drop feature for time blocking. Say goodbye to the chaos of multiple tabs. For a quick view of your calendar, simply press Option+C to access it, and press the same buttons to return. Additionally, while in Quick Peek mode, you can toggle between daily and weekly views using W and D. Time, being our only irreplaceable resource, must be optimized and protected. That’s why Morgen defaults to creating time blockers for events, making it easier than ever to allocate time for what truly matters. You’ll receive system notifications for your upcoming meetings, eliminating the hassle of searching for links. Joining a video call is just a click away, and Morgen offers numerous shortcuts to streamline your most frequently performed tasks. Moreover, integrating all your meeting rooms into Morgen allows you to add them to any meeting effortlessly with a single click, enhancing your productivity even further. With these tools, managing your schedule has never been simpler.
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
Fastmail
Yes
Microsoft 365
Yes
Microsoft Exchange
Yes
Microsoft Outlook
Yes
Nekton.ai
Yes
Nextcloud
Yes
Obsidian SmartDocs
No
Tuta
Yes
iCloud
Yes
ownCloud
Yes
Integrations
Fastmail
No
Microsoft 365
No
Microsoft Exchange
No
Microsoft Outlook
No
Nekton.ai
No
Nextcloud
No
Obsidian SmartDocs
Yes
Tuta
No
iCloud
No
ownCloud
No
Pricing Details
$30/month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
Yes
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
No
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
Morgen
Country
Switzerland
Website
morgen.so/
Vendor Details
Company Name
Obsidian Suite
Founded
2013
Country
Canada
Website
obsidiansuite.com
Product Features
Calendar
Calendar Sync
No
Collaboration Tools
No
Multi-Device Support
No
Reminders
No
Room Booking
No
Scheduling
No
Task Manaagement
No
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