Free
Rating summary
About
Obsidian is a companion app for financial advisers. Use it to prepare for client meetings, record conversations, and stay on top of your day.
Key features:
• View your daily schedule and upcoming meetings
• Access client and household information on the go
• Record meeting audio for accurate note-taking
• Review meeting summaries and action items
Obsidian Mobile works alongside the Obsidian desktop platform, giving advisers quick access to essential information wherever they are.
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What's New in Obsidian Adviser
1.0.39
September 29, 2026
New: keep notes on a household and see each member's notes in one place. Report an inappropriate or wrong AI answer or meeting summary. View a meeting owner's notes when you support a colleague's meeting. Vulnerability records now show full detail. Plus fixes: Android recording starts even with notifications off, editing a meeting works when attendees have no email, and more.
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