Obsidian - Financial Platform

The all-in-one platform
for financial advisers

AI-powered practice management available now - with
integrated custody and execution launching soon.

Get Started For Free

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Day plan

← Mon, 22 Sept 2023 →

Meetings

10:00 - 10:45 • Zoom

Melissa Moore Q3 financial review

11:00 - 11:45 • In person

Introduction call with Nicole Perez

Post meeting

09:15 - 09:45 • In person

Cynthia Davis Q3 financial review

09:00 - 09:30 • In person

Gift for new household member

Tasks for today

10:00 • Today Review

Go over Patel Household Trust documents.

Made by the people behind

BlackRock Revolut JPMorganChase Parmenion WISE

Save Time & Grow AUM

02:04 Recording meeting

Free

AI Practice Management

AI meeting notes, CRM, and portfolio aggregation all in one free module.

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Return by fund

18.5%

Closed: Jan 7, 08:11 EST

Positions

Current

Target

Trade size

SPX

45.0%

50.0%

+5%

Nasdaq 100

35.0%

50.0%

+5%

DAX

20.0%

50.0%

-15%

Coming Soon

Execution & Custody

Trade, rebalance, and custody - all in one place. With instant account opening.

Learn more

The platform that
scales your firm

Independent firms

Spend less time on admin and more time delivering advice that matters.

Day plan

AI search

AI meeting summaries

Document digitisation

Meetings

10:00 - 10:45 • Zoom

Melissa Moore Q3 financial review

11:00 - 11:45 • In person

Introduction call with Nicole Perez

Tasks

10:00 • Today

Go over Patel Household documents

Completed

13:00 • Today

Investment plan for Richard Collins

Review

Built for regulated
environments

Built to industry standards

FCA authorisation in progress. SOC2 audit underway.

Security by default

Two-factor authentication for every user.

Zero data leakage

Built in-house. Hosted entirely on Obsidian's infrastructure.

Save Time & Grow AUM

AI Practice Management

Execution & Custody

The platform thatscales your firm

Independent firms

Day plan

AI search

AI meeting summaries

Document digitisation

Built for regulatedenvironments

Built to industry standards

Security by default

Zero data leakage

The platform that
scales your firm

Built for regulated
environments

Obsidian

MORE BRANDING SKILLS

Ambient SaaS

HavenFlow

Feedback OS Mobile