CRMs that don’t talk to portfolios.
Risk platforms detached from execution.
Emails, documents, meetings, and decisions scattered across systems.
Built for independent advisory firms and consolidators alike, Obsidian unifies client relationships, portfolio intelligence, and execution into a single, continuously learning platform—so firms can spend less time managing infrastructure and more time advising.
Built for independent advisory firms and consolidators alike, Obsidian unifies client relationships, portfolio intelligence, and execution into a single, continuously learning platform—so firms can spend less time managing infrastructure and more time advising.
Built for independent advisory firms and consolidators alike, Obsidian unifies client relationships, portfolio intelligence, and execution into a single, continuously learning platform—so firms can spend less time managing infrastructure and more time advising.
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
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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