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About

Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.

About

From prospect to established client we have you covered. Track activities, notes, and manage your pipeline. Fully integrate your inbox to sync important emails with your CRM. Close deals faster with the only interactive prospect portal included with the CRM for finance suite. Designed for financial professionals. Obsidian’s Business Intelligence Suite offers a variety of plugins helping financial firms analyze portfolio and investor data, including subscription tracking by portfolio, sales person, or representative, performance & risk analytics, as well as account activity & PnL tracking. Obsidian’s interactive client portals cover any type of client including institutional, high net worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial advisors

Audience

Investor management software for financial firms

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$60/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

LeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/

Company Information

Obsidian Suite
Founded: 2013
Canada
obsidiansuite.com

Alternatives

Alternatives

Obsidian SmartDocs

Obsidian SmartDocs

Obsidian Suite
Allvue

Allvue

Allvue Systems
Sticky Advisor

Sticky Advisor

stickypages
AIM

AIM

Altvia Solutions

Categories

Categories

Integrations

Axis LMS
Obsidian SmartDocs

Integrations

Axis LMS
Obsidian SmartDocs
Claim LeadCenter.AI and update features and information
Claim LeadCenter.AI and update features and information
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