Independent firms

Your command centre for the day. A view that brings together meetings, tasks, and client communications so you always know what needs attention.

Find relevant client information in seconds, with intelligent, unified search across your systems and documents.

Every client meeting sharpens the system. You start with the right context, what matters is captured as the conversation unfolds, and insight turns into action automatically. Client recap emails are drafted and ready to send, in your own tone of voice.

Convert paper records into searchable, structured data across the organisation.

Use our AI assistant to fill in your suitability report with data from Obsidian CRM.

Every client's full portfolio, across custodians and platforms, unified in a single, reliable view.

Personalized drafts that match your tone.