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.
Show more
+1
What's New in Obsidian Adviser
1.0.35
September 14, 2026
- Record meetings offline; they upload automatically once you're back online - Saved views on your clients, households and tasks lists - Contact support and give feedback from the app - Attach more file types in chat and client documents - More reliable meeting recording, plus fixes for long recordings and a caller ID screen crash
More
