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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

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