The Obsidian Blog

Technology, Joint Ventures and Talent Nurturing Present Opportunities for Asset and Wealth Management Firms

Posted by Obsidian on Apr 11, 2019

Advanced technology adoption, agile mergers and acquisitions and nurturing and supporting talents are key areas in which asset and wealth management (AWM) firms can find new opportunities and boost their productivity, PWC found in their latest study

Read More

IIROC supports using e-signatures

Posted by Obsidian on Apr 3, 2019

 New guidance from the Investment Industry Regulatory Organization of Canada (IIROC) confirms that investment firms can use electronic signatures with clients.

Read More

Topics: Smartdocs, e signatures

SmartDocs: leading digital subscription & KYC sign-off suite designed for alternative investment managers

Posted by Obsidian on Mar 25, 2019


Obsidian SmartDocs is designed specifically to cater to the unique requirements, and relationships within the alternative investment management industry. It is specifically built for OM products with support for discretionary, non-discretionary, direct, joint account subscriptions as well as KYC updates.

Read More

Topics: Smartdocs

How obsidian CRM was recognized as the best CRM system for fund managers

Posted by Obsidian on Mar 13, 2019


A CRM is a CRM is a CRM. There are only so many ways you can track email communications, meetings, calls, and opportunities. So why did we make the strategic decision to go out and built yet another CRM platform at Obsidian? And how did this decision reshape our business, and won us recognitions for the best CRM system and most disruptive technology solution at the annual HFM gala in New York last month?

Read More

Topics: finance CRM, hfm awards

Subscribe to Obsidian's blog

Obsidian's blog covers everything you need to stay up-to-date on all aspects of investor management.

Sign up to receive:

  • Latest news
  • Business tips
  • Thought leadership

Subscribe Here!

Recent Posts