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AI Practice Management for
Financial Advisors
AI Practice
Managment for
Financial Advisors
AI Practice
Management for
Financial Advisors
AI Practice Managment
for Financial Advisors
Client records, meeting notes, and tasks - captured automatically, searchable instantly
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AI meeting notes
Prep briefs before, summaries after. No meeting bot required.
CRM
Clients, households, and entities – linked and searchable across every interaction.
Portfolio Aggregation
Every client's holdings across platforms - one dashboard.
Find anything, fast
Find
anything, fast
Find
anything, fast
AI Search
Unified search across your tools, documents, and client records.
AI Search
Unified search across your tools, documents, and client records.
AI Search
Unified search across your tools, documents, and client records.
AI Search
Unified search across your tools, documents, and client records.
AI Meeting Summaries
Context-aware notes without a meeting bot listening in.
AI Meeting Summaries
Context-aware notes without a meeting bot listening in.
AI Meeting Summaries
Context-aware notes without a meeting bot listening in.
AI Meeting Summaries
Context-aware notes without a meeting bot listening in.
Beyond the essentials
Spend less time on admin and more time delivering advice that matters.
Smart Meeting Prep
Auto-generated client briefs before every meeting.
Suitability Report
Document Digitization
Client-Ready Emails in Your Voice
Client & Household view
Automated Task Generation
AI Chat
Beyond the essentials
Spend less time on admin and more time delivering advice that matters.
Smart Meeting Prep
Auto-generated client briefs before every meeting.
Suitability Report
Document digitisation
Client-Ready Emails in Your Voice
Client & Household View
Automated Task Generation
AI Chat
Beyond the essentials
Spend less time on admin and more time delivering advice that matters.
Smart Meeting Prep
Auto-generated client briefs before every meeting.
Suitability Report
Document digitisation
Client-Ready Emails in Your Voice
Client & Household View
Automated Task Generation
AI Chat
Beyond the essentials
Spend less time on admin and more time delivering advice that matters.
Smart Meeting Prep
Auto-generated client briefs before every meeting.
Suitability Report
Document digitisation
Client-Ready Emails in Your Voice
Client & Household View
Automated Task Generation
AI Chat
Plan and Prioritise
Plan and Prioritise
Plan and Prioritise
Day plan
Kanban view of meetings, tasks, and client communications.
Day plan
Kanban view of meetings, tasks, and client communications.
Day plan
Kanban view of meetings, tasks, and client communications.
Day plan
Kanban view of meetings, tasks, and client communications.
Automated Task Generation
Every touchpoint becomes actionable next steps automatically.
Automated Task Generation
Every touchpoint becomes actionable next steps automatically.
Automated Task Generation
Every touchpoint becomes actionable next steps automatically.
Automated Task Generation
Every touchpoint becomes actionable next steps automatically.
What else we offer
Custody & Execution
See next module
Custody & Execution
Custody & Execution
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