Obsidian Adviser

By Obsidian Technologies Ltd on AppTrack Ninja.

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.

Categories: Finance

App Store rankings, screenshots, estimates and similar apps for Obsidian Adviser.

Loading…