Obsidian Adviser
Obsidian Technologies Ltd Finance iPhoneiPadiPod touch
Obsidian Adviser is a free Finance app for iPhone and iPad by Obsidian Technologies Ltd. Requires iOS 15.1. Updated October 19, 2026.
- Price
- Free
- on the App Store
- Size
- 72 MB
- Age 4+
- Updated
- Oct 19
- 2026 · v1.0.44
Screenshots
About Obsidian Adviser
Obsidian is a companion app for financial advisers. Use it to prepare for client meetings, record conversations, and stay on top of your day. Key features: • View your daily schedule and upcoming meetings • Access client and household information on the go • Record meeting audio for accurate note-taking • Review meeting summaries and action items Obsidian Mobile works alongside the Obsidian desktop platform, giving advisers quick access to essential information wherever they are.
What’s new
Version 1.0.44 · Updated October 19, 2026
- AI approval cards now show the names of the clients and adviser an action affects, so you can see exactly what you're approving. - Long AI chats can continue from a condensed history instead of forcing you to start over. - The meeting details editor no longer shows duplicate linked records for attendees. - Steadier meeting recording on iPhone.
App privacy
The developer, Obsidian Technologies Ltd, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Diagnostics: Crash Data, Other Diagnostic Data
Used for: Analytics
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