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FAQ

All You Need to Know

Quick answers to help you get the most out of your unified workspace

What is Obliq, and how does it help my advisory firm?

Obliq is a compliance-first CRM that automates client onboarding, identity verification, and ASIC-compliant document storage, saving advisers hours of manual work every week.

How secure is my client data on Obliq?

All data is encrypted at rest and in transit. We follow SOC 2 Type II protocols, employ AES-256 encryption, and undergo quarterly security audits.

Do I need engineering resources to set up Obliq?

No. Our guided setup wizard walks you through onboarding in minutes. For advanced API or bespoke branding, our team is available to assist.

Can Obliq scale as my firm grows?

Absolutely. From Starter right up to Enterprise, Obliq’s per-client pricing and API-first design let you add users, workflows, and integrations as you expand.

What kind of support does Obliq offer?

Starter plans include email support. Professional plans receive email and live chat. Enterprise customers get a dedicated onboarding specialist and 24/7 SLA support.