A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors.
Full Review
Personal knowledge management app using local Markdown files with linking, graph view, and extensive plugin system.
Full ReviewAdvisor Engine: A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors.
Obsidian: Personal knowledge management app using local Markdown files with linking, graph view, and extensive plugin system.
Detailed integration guide coming soon. We're researching the specific ways Advisor Engine and Obsidian work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.
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