Obsidian Companion
Finance
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
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.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
This release includes some minor improvements to our latest features
The developer, Obsidian Technologies Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Obsidian Technologies Ltd
- Size
- 41.4 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Obsidian Technologies Limited. Obsidian is the registered trademark of Obsidian Technologies Limited.