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Custody
& Execution

Trade, rebalance, and custody - all in one place.
With instant account opening.

Trade, rebalance, and custody
- all in one place.
With instant account opening.

Execute at Scale

Bulk rebalancing across unlimited client portfolios.

Models & Wrappers Built In

GIA, ISA, and SIPP - with firm-wide model portfolios.

Simple, Secure Custody

Pending FCA authorisation.

Trading

Controlled Trading

Rebalance at scale with precision controls.

Controlled Trading

Rebalance at scale with precision controls.

Controlled Trading

Rebalance at scale with precision controls.

Execution

Trading

Access to institutional share classes.

Bulk rebalancing across unlimited client portfolios.

Order controls for consistent execution.

Accounts and Wrappers

GIA, ISA, and SIPP – built in.

Bulk rebalancing across unlimited client portfolios.

Order controls for consistent execution

Safekeeping and Controls

Secure custody of client assets with clear ownership records.

Household & account permissions for advisers and support staff.

Order controls for consistent 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.

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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