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Independent firms

Spend less time on admin and more time delivering advice that matters.

The platform that scales with your firm

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

The platform that scales with your firm

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

The platform that scales with your firm

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

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.

Obsidian Technologies Limited is a company registered in England & Wales with company number 16326982. Our office is located at 30 Churchill Place, Canary Wharf, London, England, E14 5RE.

Product

AI Practice Management

Obsidian

Others

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

Obsidian Technologies Limited is a company registered in England & Wales with company number 16326982. Our office is located at 30 Churchill Place, Canary Wharf, London, England, E14 5RE.

Product

AI Practice Management

Obsidian

Others

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

Obsidian Technologies Limited is a company registered in England & Wales with company number 16326982. Our office is located at 30 Churchill Place, Canary Wharf, London, England, E14 5RE.

Product

AI Practice Management

Obsidian

Others

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

Obsidian Technologies Limited is a company registered in England & Wales with company number 16326982. Our office is located at 30 Churchill Place, Canary Wharf, London, England, E14 5RE.

Product

AI Practice Management

Execution & Custody

Others

Obsidian

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