The all-in-one platform
for financial advisers
The all-in-one platform for financial advisers
The all-in-one platform for financial advisers
AI-powered practice management available now - with integrated custody and execution launching soon.
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Save Time & Grow AUM
Save Time &
Grow AUM
Save Time & Grow AUM
Free
AI Practice Management
AI Practice
Management
AI meeting notes, CRM, and portfolio aggregation all in one free module.
Learn more
Coming Soon
Execution & Custody
Execution &
Custody
Trade, rebalance, and custody - all in one place. With instant account opening.
Learn more
The platform that scales your firm
Independent firms
Spend less time on admin and more time delivering advice that matters.
Day plan
Kanban view of meetings, tasks, and client communications.
AI search
AI Meeting Summaries
Document Digitisation
Suitability Report
Portfolio aggregation
Client-Ready Emails in Your Voice
Independent firms
Spend less time on admin and more time delivering advice that matters.
Day plan
Your command centre for the day. A Kanban-style view that brings together meetings, tasks, and client communications so you always know what needs attention.
AI search
AI Meeting Assistant
Document Digitization
Suitability Report
Portfolio aggregation
Client-Ready Emails in Your Voice
Independent firms
Spend less time on admin and more time delivering advice that matters.
Day plan
Your command centre for the day. A Kanban-style view that brings together meetings, tasks, and client communications so you always know what needs attention.
AI search
AI Meeting Assistant
Document Digitization
Suitability Report
Portfolio aggregation
Client-Ready Emails in Your Voice
Independent firms
Spend less time on admin and more time delivering advice that matters.
Day plan
Your command centre for the day. A Kanban-style view that brings together meetings, tasks, and client communications so you always know what needs attention.
AI search
AI Meeting Assistant
Document Digitization
Suitability Report
Portfolio aggregation
Client-Ready Emails in Your Voice
Unlock rapid growth
Unlock rapid growth
Unlock rapid growth
Consolidators
Unify firms, data, and controls to scale faster—without operational drag.
Multi-firm oversight
Manage multiple firms under one organisation with consolidated reporting, controls, and visibility.
Rapid onboarding
Document digitisation
Data segregation
Role-based access
Audit trails
Everything for Independent Firms and more
Consolidators
Unify firms, data, and controls to scale faster—without operational drag.
Multi-firm oversight
Manage multiple firms under one organisation with consolidated reporting, controls, and visibility.
Rapid onboarding
Document digitisation
Data segregation
Role-based access
Audit trails
Everything for Independent Firms and more
Consolidators
Unify firms, data, and controls to scale faster—without operational drag.
Multi-firm oversight
Manage multiple firms under one organisation with consolidated reporting, controls, and visibility.
Rapid onboarding
Document digitisation
Data segregation
Role-based access
Audit trails
Everything for Independent Firms and more
Consolidators
Unify firms, data, and controls to scale faster—without operational drag.
Multi-firm oversight
Manage multiple firms under one organisation with consolidated reporting, controls, and visibility.
Rapid onboarding
Document digitisation
Data segregation
Role-based access
Audit trails
Everything for Independent Firms and more
Built for regulated environments
Built to industry standards
FCA authorisation in progress. SOC2 audit underway.
Security by default
Two-factor authentication for every user.
Zero data leakage
Built in-house. Hosted entirely on Obsidian's infrastructure.
Obsidian Securities Limited is not yet authorised by the Financial Conduct Authority.
Prior to becoming authorised no information regarding the future provision of custody and execution services is intended as an invitation or inducement to apply for these services, nor does it constitute financial advice.
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Obsidian Securities Limited is not yet authorised by the Financial Conduct Authority. Prior to becoming authorised no information regarding the future provision of custody and execution services is intended as an invitation or inducement to apply for these services, nor does it constitute financial advice
Powered by
Obsidian Securities Limited is not yet authorised by the Financial Conduct Authority. Prior to becoming authorised no information regarding the future provision of custody and execution services is intended as an invitation or inducement to apply for these services, nor does it constitute financial advice
Powered by
Obsidian Securities Limited is not yet authorised by the Financial Conduct Authority. Prior to becoming authorised no information regarding the future provision of custody and execution services is intended as an invitation or inducement to apply for these services, nor does it constitute financial advice
Powered by