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Obsidian
AdvisoryAI
Best for
Meeting notes, AI search, suitability generation, portfolio aggregation. No MPS or DFM, no batch ops.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles.
AI meeting summaries included in the free practice management module.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
Basic suitability report generation.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
Specific compliance feature not mentioned.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
Day plan covers daily tasks and meeting overview. Limited by no back-office integrations.
AI builds a prep pack from your back-office data and previous transcripts.
No built-in back-office system only.
Intelliflo, Plannr, Curo, XPlan available.
Meeting recording integrations not mentioned.
Zoom, Teams, and Google Meet available.
Not mentioned.
iOS and Android, for recording in-person meetings, with automatic sync.
Explicit UK GDPR compliance not mentioned.
UK GDPR compliant, with UK data residency.
SOC2 audit stated as underway.
SOC 2 Type II in progress.
FCA authorisation in progress for the custody entity. ISO 27001 not mentioned.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Freemium. Practice management free. Custody and execution pricing not mentioned, product not yet available.
Per module, per user.
Practice management free today. Custody and execution pricing not mentioned.
Meeting notes £99, suitability £299, compliance £99.
Not mentioned. Free tier has no stated billing terms.
Monthly or discounted annual.
Not mentioned.
30 days money-back guarantee.
Template build service not mentioned.
AdvisoryAI expert team rebuilds your existing templates for you.
Support structure not mentioned.
Dedicated support during UK office hours.
Not mentioned.
Dedicated account manager through onboarding.
Self-serve implied. No structured onboarding described.
Our team builds your templates, connects your back-office, and provides training for every role.
What choosing AdvisoryAI means for your firm
case studies
What advisers say about AdvisoryAI
Join 2,000+ advisers across 400+ UK firms who save up to 80% on admin
how to switch
Switching from Obsidian? Here's how.
Migration support included:
Obsidian data export
Template rebuild from your existing outputs
Intelliflo / Plannr / Curo / XPlan integrations
Training for advisers and paraplanners
Dedicated CSM through cutover
1
Week 1
Demo and scope
Free demo using your firm's own templates and back-office data. Scope confirmed in writing.
2
Week 2-3
Template build and back-office connect
We rebuild your templates inside AdvisoryAI and connect your back-office in week 2. Obsidian has no equivalent integration.
3
Week 4
Live in your firm
Cutover with a dedicated CSM. Training for every role in parallel. Run AdvisoryAI alongside Obsidian's free module during evaluation.
As featured in
FAQs
Why should we choose AdvisoryAI over Obsidian?
Different products, different risk profiles. Obsidian's practice management module is free and covers meeting notes, AI search, suitability report generation, and portfolio aggregation. AdvisoryAI is live in market, integrates with Intelliflo, Plannr, Curo, and XPlan, and reaches every firm role from advisers to admin from one platform. Obsidian's revenue-generating custody tier has FCA authorisation in progress with no confirmed launch date. If your firm needs a working AI platform with back-office connectivity and real customer proof today, the comparison is AdvisoryAI versus a free-tier module from a pre-revenue startup still waiting on the regulator.
How does migration from Obsidian work?
Obsidian's founders are ex-Wise, Revolut, and BlackRock. Doesn't that pedigree matter?
Can we run both AdvisoryAI and Obsidian during transition?
What happens to our Obsidian data and templates?
How long does onboarding take?
Is our client data secure and where is it stored?
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For questions or partnerships,
contact us at team@advisoryai.com
For product support, help, contact us at support@advisoryai.com
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