CRM for Fund managers
From prospect to established investor we have you covered. Track activities, notes, communications, and transfer a sales view into an investor dashboard when you close a deal in seconds
Advanced Investor Management
Easily customisable investor dashboards that help you get the most out of your meetings, always be on point with current information, and give select clients self-serve access to your portal
Fully automated custom designed fact sheets, updates of website widgets, and personal leave behind PDFs for each investor
Dynamic investor dashboards
Create personal dashboards; have meaningful conversations
Self-serve option to help build trust and lower overhead
Flex investor reporting
Next level of reporting; leave behind personal reports with just one click
CRM for Fund Managers
Keep note of all interactions with current & prospective investors
Mobile & multilingual
True flexibility; access on any device and in any language
The fastest way to create an accurate, branded factsheet
Create Value for Investors
“We are a 55-year old fund manager and recently signed on with Obsidian to integrate our investor data with the platform of a new administrator as well as provide in-depth analytics of our investors. Obsidian was faced with the challenge of onboarding a rather large data set with investor trades going back decades. The translation algorithms they used worked very well and they processed the data accurately and under a very tight timeline. They also ran an automated comparison in their system to ensure that our trade history added up to our month ends. As far as data management is concerned, this is what we were looking for, and we are excited to get going with the platform.”
— Formula Growth Limited
Your investors and partners are unique. FundBinder is the only platform that allows you to create a fully personalized dashboard for each individual by simply dragging and dropping autonomous components into place.
Always be on point, and prepped to answer any question with mobile ready, investor and advisor views delivering up to date personalized calculations.
Give client portal access to select investors to help them self-serve, securely share documents, and continue building trust.
Save Time & Increase Accuracy
“We engaged Obsidian to help streamline reporting and investor data. They bring cloud efficiency to a new level for us. The data integration was done directly with our administrator, and there were none of those IT issues that we had to deal with. Instead, internally, we could focus on strategy of how we wanted to communicate with our clients. It is amazing to think that now our statistic and graph heavy fact sheets can be generated with literally 2 clicks in Obsidian’s FundBinder!
The team at Obsidian is also very responsive and accommodating to our business needs and customizations. They listened to our needs and understood our vision thus creating a template for the product that was in sync with our business image and goals.”
— Roundtable Capital Partners Inc.
FundBinder automates everything from data integration to marketing collateral creation. FundBinder allows you to create beautiful, professional investor newsletters with a few simple clicks. The best part, all of the calculations are done for you and are always accurate.
Build Lasting Relationships
FundBinder’s CRM is truly tailored for the fund industry and helps you track all key notes, interactions, set up reminders for upcoming activities, as well as view investor and advisor pipeline business intelligence.
The best part; FundBinder seamlessly converts a sales dashboard into a personalized investor dashboard so that you hit the ground running with your investor communications, and build a strong lasting relationship from the start.
Benefit from High Grade Cyber Security
Unlike most multi-tenant cloud platforms that jumble the data of multiple clients into them same database file, FundBinder is designed with the sensitives of the financial industry in mind. With our premium setup, FundBinder segregates each clients’ data into a private database file, and does end to end encryption on all communications.
With this type of premium setup the benefits are clear:
- Your database file can be domiciled in a country of your choosing to make sure you meet regulatory requirements
- Unlike other cloud platforms there are no chances of cross pollination of data between you and other clients
- You own the data and can request a full data load or backup at any time
Finally a product that shows me what I care to see!
— FundBinder Investor User
FundBinder leverages the latest in mobile technology ensuring that 100% of the functionality you get on your laptop is also available on your tablet and mobile devices. This new approach ensures consistency across devices, and removes the need for you to download and install any apps.
When you’re at a client meeting rest assured that you can get to any data regardless of which device you brought with you.