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
1.0.44
October 19, 2026
- AI approval cards now show the names of the clients and adviser an action affects, so you can see exactly what you're approving. - Long AI chats can continue from a condensed history instead of forcing you to start over. - The meeting details editor no longer shows duplicate linked records for attendees. - Steadier meeting recording on iPhone.
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