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Obsiido Client Core

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https://www.obsiido.com/

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Built for investment dealers and portfolio managers that are responsible for client onboarding as well as ongoing compliance obligations

Obsiido Client Core replaces the legacy manual, paper-based client onboarding processes that are time consuming, resource intensive and costly

Obsiido Client Core enables dealers and portfolio managers to deploy a white-labeled digital solution to streamline client onboarding, transacting, reporting and initial and ongoing compliance obligations.

 

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