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What is SmartDocs?

SmartDocs, created by 36Software, is an innovative application that transforms Microsoft Word into an efficient content management system. It caters to a wide array of writing purposes, such as technical manuals, proposals, contracts, medical documentation, and audit reports, helping users boost productivity and create high-quality content while minimizing expenses. The software offers a multitude of advanced functionalities, including reusable snippets, dynamic variables, document snapshots, an easy-to-navigate interface, content mapping, and status notifications, among others. Available in three unique editions—Professional, Express, and Desktop—SmartDocs is highly adaptable, accommodating the varied requirements of different teams. Furthermore, it enhances collaboration among users, making content management simpler and more effective, ultimately leading to improved workflows and better project outcomes.

What is Obsidian SmartDocs?

Easily complete smart web forms with pertinent information and quickly generate NDAs, term sheets, subscription agreements, KYC documents, and beyond. Effortlessly integrate with Obsidian Suite’s advanced client management database to oversee all facets of client compliance. Streamline your processes with our convenient electronic sign-off option, which works in conjunction with the powerful features of DocuSign. Benefit from instant document status notifications and thorough client engagement tracking through automated CRM updates. Obsidian’s versatile client portals are designed to meet the needs of a wide array of clients, such as institutional investors, affluent individuals, and professional firms. This suite offers exceptional flexibility in client communication, tailored specifically for various investment management companies. Obsidian SmartDocs emerges as a leading choice for electronic subscriptions and KYC documentation in the investment domain. By automating and refining the management of investor information across different platforms, SmartDocs enables investment firms to experience rapid growth while improving their operational effectiveness. In addition, the platform’s intuitive design guarantees that all users can navigate and access its functionalities with ease, fostering a more productive environment for collaboration. As a result, Obsidian helps firms not only to stay compliant but also to maintain strong relationships with their clients.

Media

Media

Integrations Supported

Docusign
Microsoft Excel
Microsoft SharePoint
Microsoft Word
Obsidian Suite

Integrations Supported

Docusign
Microsoft Excel
Microsoft SharePoint
Microsoft Word
Obsidian Suite

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

36Software

Date Founded

2009

Company Location

United States

Company Website

36software.com

Company Facts

Organization Name

Obsidian Suite

Date Founded

2013

Company Location

United Kingdom

Company Website

obsidiansuite.com

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Popular Alternatives

Popular Alternatives

Obsidian SmartDocs Reviews & Ratings

Obsidian SmartDocs

Obsidian Suite
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