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.
SmartDocs supports any version of a subscription agreement, KYC form, notice of switch, or any other client document that requires sign-off. This means that the manager does not have to change anything in their legal agreements for SmartDocs to work, however, investors and advisor are presented with a near uniform questionnaire across different funds, making the process fast and simple for all involved.
SmartDocs algorithms automatically generates web forms based on the rules of each underlying legal document. Unlike other systems the forms aren’t pre-programmed, which means managers can quickly change rules and ensure that their document flow makes sense for their investors and advisors.
Investors and advisors are only asked questions that are relevant to them; and SmartDocs knows when to ask follow up questions. For example, if an advisor requests a discretionary document, only the relevant exemptions will be shown to the advisor, but they will not be allowed to proceed until they fill in all required fields.
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