Obsidian SmartDocs
Obsidian SmartDocs is an innovative digital subscription and KYC sign-off suite tailored for the alternative investment management sector. It accommodates a variety of subscription types, ensuring a streamlined process for both investors and advisors. SmartDocs dynamically generates web forms that adapt to unique legal document rules, simplifying compliance and enhancing user experience.
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Top Obsidian SmartDocs Features
- Customizable subscription agreements
- Adaptive KYC forms
- Real-time document updates
- Uniform questionnaire interface
- Automated web form generation
- Contextual follow-up questions
- Support for diverse account types
- Discretionary/non-discretionary options
- Direct and joint account capabilities
- Rapid compliance checks
- User-friendly investor experience
- Seamless document flow management
- Dynamic rule adjustments
- Tailored investor interactions
- Integrated advisor support
- Streamlined onboarding process
- Enhanced document accuracy
- Simplified regulatory compliance
- Efficient client onboarding
- Comprehensive financial documentation.
