Average Ratings 3 Ratings
Average Ratings 0 Ratings
Description
Obsidian serves as a robust knowledge management tool that operates using a directory of plain text Markdown files stored locally. Much like the way our minds shift from one concept to another, your second brain should mimic this non-linear pattern. In Obsidian, the process of creating and navigating "connections" between notes is seamless and intuitive. Cultivate your notes with care, and at the end of your day, take a moment to appreciate the intricate web of knowledge you've created. Personalization in note-taking is key, and if you've experimented with various applications but always felt something was amiss, Obsidian offers a refreshing alternative. Designed to be highly customizable, it features 22 essential plugins and 149 additional community-created plugins, allowing you to tailor your toolkit and get started in just a few minutes. Furthermore, when Obsidian reaches version 1.0, you'll have the option to integrate third-party plugins or even create your own, opening up endless possibilities. In today's landscape, where cloud services are vulnerable to sudden changes or shutdowns, relying on proprietary formats and facing potential data lock-in is the last thing you need. With Obsidian, your information remains securely within a local folder, giving you peace of mind and complete control over your data. This ensures that your knowledge remains accessible and safe, no matter what the future holds.
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
Yes
API Access
Has API
No
Integrations
Atomic Bot
Yes
Claude Code
Yes
Dropbox
Yes
Electron
Yes
Epiphany
Yes
FlowShare
Yes
Inbox AI
Yes
Kanwas
Yes
Kuku
Yes
MarkSnip
Yes
Integrations
Atomic Bot
No
Claude Code
No
Dropbox
No
Electron
No
Epiphany
No
FlowShare
No
Inbox AI
No
Kanwas
No
Kuku
No
MarkSnip
No
Pricing Details
$25 one-time payment
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
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
Obsidian
Website
obsidian.md/
Vendor Details
Company Name
Obsidian Suite
Founded
2013
Country
Canada
Website
obsidiansuite.com
Product Features
Note-Taking
Categories / Organization
No
Clip From Web
No
Document Scanning
No
Formatting / Markdown
No
Handwriting
No
Hyperlinking
No
Image Insertion
No
List/Checklist Creation
No
Printing
No
Search
No
Sharing / Collaboration
No
Syncing
No
Templates
No
Voice Notes
No
Text Editors
API
No
Auto-Complete
No
Code Folding
No
Column Editing
No
Customizable Themes
No
Debugging
No
Formatting / Table Editing
No
Keyboard Shortcuts
No
Multi-Monitor Editing
No
Syntax Highlighting
No
WYSIWYG
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