Obsidian Adviser — ASO
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
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