ObsidianOS
Obsidian is a next-generation investing platform built for financial advisers.
I. The Evolution of Clients
There was a time when a financial adviser’s client looked predictable: a high-net-worth individual who was content with quarterly reports, a generic portfolio, and a smile. But a generational shift has occurred.
Today’s clients are digital natives. They expect a level of personalisation and transparency that wasn’t even considered a decade ago. They crave more than performance; they seek clarity and alignment with their values. Alternative investments, algorithmic insights, and direct engagement with markets aren’t novelties—they’re requirements.
But despite this seismic change in client behaviour, the tools advisers rely on still treat clients like it’s 1995. What worked for the last generation feels clunky and irrelevant today.
This is the paradox: the most sophisticated investors demand the most human connection. And yet, advisers are left using systems designed to commoditise their relationships.
Obsidian aims to change this.
II. A Cost Crisis: Legacy Platforms in a Digital World
Trading costs have plummeted everywhere—except for advisers.
Technology has democratised access to financial tools, allowing retail investors to build sophisticated portfolios for nearly nothing. But advisers? They’re still shackled by platforms charging exorbitant fees. They are paying for antiquated features, outdated user experiences, and support systems that barely function.
The financial world is digital, but legacy systems remain stubbornly analogue in their design, pricing, and functionality.
Obsidian asks: why should advisers pay for inefficiency? Why should they tolerate platforms that pass their bloated costs onto them and their clients?
The time for a new platform—built to empower advisers rather than exploit them—is overdue.
III. AI: Beyond the Back Office
AI has already revolutionised the back office. Compliance workflows? Automated. Portfolio rebalancing? Instantaneous. Reporting? Real-time.
But what about the front office? The human touch?
Advisers are at a crossroads. While some fear AI will replace them, the truth is clear: AI cannot replicate the nuanced understanding, empathy, and trust that only a human adviser can provide.
At the same time, advisers who refuse to embrace AI risk falling behind. The next wave of financial advice won’t be just spreadsheets and slide decks. It will be deeply human—but powered by insights that only cutting-edge AI can deliver.
Obsidian bridges this divide. Our platform doesn’t aim to replace advisers; it supercharges them. It ensures they deliver advice that is informed, dynamic, and precise—while preserving the deeply personal relationships that define their role.
IV. A Platform for the Future
Obsidian doesn’t just aim to be another option in a crowded market. It is a call to action for the industry.
To advisers, we say: this is your shot to evolve with the next generation of clients.
To clients, we say: this is the level of service, insight, and alignment you deserve.
The investing world is changing. Advisers need a platform designed not for where we’ve been—but for where we’re going.
It’s time to call the shot, deliver on the future, and redefine what it means to be an adviser in a digital-first world.