# Obsidian Adviser > Obsidian Adviser (iPhone/iPad app by Obsidian Technologies Ltd.) - Source: https://appshunter.io/ios/app/obsidian-adviser/id6760999763 (this page in markdown: same URL + `.md`) - Developer: [Obsidian Technologies Ltd](https://appshunter.io/developer/1887209772) - Category: Finance - Price: Free - Age rating: 4+ - Requires: iOS 15.1 · 69 MB - Languages: American English - Released: 2026-04-26 - Data updated: 2026-08-11 - User reviews in markdown: https://appshunter.io/ios/app/obsidian-adviser/id6760999763/reviews.md ## What is Obsidian Adviser? 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. ## Version history (last 5 releases) ### 1.0.31 — 2026-08-06 Features • Legal persons (companies, trusts, and other entity types) are now visible to every firm in the client list, with type filtering to switch between people and organisations • Assign a managing adviser when creating or editing a trust or company — the new adviser picker lets you hand ownership to a colleague straight from the form • Activity feed on trusts and companies now shows real activity history (tasks, documents, notes) instead of an empty state Fixes • Accepting a task suggested by the AI assistant now works reliably, even when the suggestion is no longer the most recent message • AI conversations last longer before reaching the context limit • When a chat reaches its limit, you now see a clear "Conversation too long" message with guidance to start a new chat • Uploading files that are too large now shows a specific "Files too large" error instead of "Something went wrong" • Failed AI tool calls now correctly appear as errors instead of showing a green success indicator • When the assistant temporarily cannot reach your data, the error explains what happened and suggests retrying • Data now refreshes automatically after the assistant creates or updates something (e.g. a task, meeting, or client record) • Meeting recordings on Android no longer require notification permission to start. If notifications are off, you'll see a one-time prompt to enable them for background controls • Recording uploads now recover automatically if the app is suspended in the background mid-upload • Meeting transcripts refresh in real time while being generated, so you no longer need to leave and come back to check • The "Recently added" quick filter on the task list now returns results correctly • Task status and priority changes apply instantly, rolling back automatically if something goes wrong ### 1.0.29 — 2026-07-27 - Task cards on the homepage now show the linked client or household, so you can see at a glance who a task relates to without opening it. - Meeting recording stability ### 1.0.26 — 2026-07-10 Features • Record a client's income and expenditure directly from their profile, with monthly and annual totals calculated automatically and a clear surplus-or-shortfall summary • Mark a client as deceased with an optional date of death; the profile stays fully accessible for probate and estate work • Cancel or permanently delete tasks from any task screen, with confirmation and automatic cleanup of subtasks • Type "/" in the AI chat to instantly browse and send any prompt from your library • Upload ZIP files anywhere you attach documents; the app extracts and uploads the individual files automatically • AI-generated task suggestions now include checklists, so accepting a workflow creates all the line items in one tap • Client list now shows source badges (e.g. "Intelliflo") so you can see where each record originated, with linked-record navigation on the detail screen Fixes • Task suggestion cards now always show accept and reject buttons, not only on the latest message • Task suggestions display a short note clarifying they are suggestions until accepted • Prompt-attached documents now work correctly when using saved prompts on mobile • Scheduled reminders are properly cancelled when you log out • Login and update screens are now centred at a comfortable width on iPad ### 1.0.25 — 2026-07-07 Features • iPad and tablet support with an adaptive layout that adjusts content, navigation, and sheets for larger screens • Rich-text meeting notes editor with bold, italic, headings, lists, and links, plus @mention support for tagging clients, households, and other items • Meeting summaries are now editable on mobile • Redesigned calling flow with full-screen contact search, on-screen keypad, and simplified in-call screen • Caller-ID verification onboarding guides you through verifying your number from the calling tab • Title and marital status fields added to client profiles • "Relationship" renamed to "Household role" for clarity • Navigation and create buttons moved to the bottom bar for easier one-handed access• Filter, sort, and search your client and household lists — toggle the search bar, apply sort and filter options, and clear them in one tap • See meeting participants at a glance with a compact "with Alice, Bob, +2" label; tap to view, add, or remove attendees • Client profiles now show Relationships instead of the old Family & dependants section — link to real person records, add relationship types, and tap through to related profiles • Power of Attorney on Objectives & risk now links to a firm person record with a searchable picker, so the attorney is a real profile you can navigate to • Will and estate planning is now a structured form: will status, last reviewed date, location, executors, trust in place, and IHT planning — replacing the old free-text box • Tasks now support checklists — add items, tick them off, rename, reorder, and delete, all from the task detail screen. Each completed item shows who checked it and when. Fixes • Fixed an issue on Android where recordings made offline could be lost • Fixed AI chat jumping to the bottom while a response is streaming • Fixed audio level bars not resuming after pause/resume • Fixed unexpected logouts during brief network interruptions • Starting a call when your caller ID isn't verified or the client has no phone number now shows a clear error message instead of failing silently • The app no longer gets stuck connecting to the wrong server after a reinstall — a fresh install always starts clean • Fixed a rare crash when the app tried to read secure data while the device was locked in the background Improvements • AI chat tool activity groups into collapsible summaries • Offline recordings show a friendly message and upload automatically when back online • Cleaner transparent navigation bar on Android • Improved empty states in task and file tabs • Refreshed icons throughout the app for a cleaner, more consistent look ### 1.0.21 — 2026-06-26 Access to clients, household and tasks. Various visual updates ## Apps similar to Obsidian Adviser | App | Rating | Price | Category | | --- | --- | --- | --- | | [Saturn for Finance](https://appshunter.io/ios/app/saturn-for-finance/id6476673747) | — | Free | Finance | | [Posterity](https://appshunter.io/ios/app/posterity/id6504242465) | — | Free | Finance | | [FidBank UK CardAssist](https://appshunter.io/ios/app/fidbank-uk-cardassist/id6749199224) | — | Free | Finance | | [FinAmplio](https://appshunter.io/ios/app/finamplio/id6462837099) | — | Free | Finance | | [FidBank UK](https://appshunter.io/ios/app/fidbank-uk/id6747032668) | — | Free | Finance | | [The P1 App](https://appshunter.io/ios/app/the-p1-app/id6468999219) | — | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-11.*