Integrations
Connect your email, calendar, CRM, 25+ wealth platforms, chat connectors, and AI assistants to Obsidian.
Email & Calendar
Connect your email and calendar to keep client communications and meetings in sync with Obsidian.
CRM
Sync client records between Obsidian and your existing CRM so your team always works from one source of truth.
Storage
Automatically save meeting notes, reports, and client documents to your cloud storage.
Wealth Platforms
Aggregate client portfolio valuations from all major UK wealth platforms into a single unified view inside Obsidian.
Portfolio valuations from 7IM in your unified dashboard.
Portfolio valuations from ABRDN Wrap in your unified dashboard.
Portfolio valuations from ABRDN Elevate in your unified dashboard.
Portfolio valuations from Aegon in your unified dashboard.
Portfolio valuations from AJ Bell in your unified dashboard.
Portfolio valuations from Aviva in your unified dashboard.
Portfolio valuations from Brewin Dolphin in your unified dashboard.
Portfolio valuations from Canada Life in your unified dashboard.
Portfolio valuations from Cofunds in your unified dashboard.
Portfolio valuations from Fidelity FundsNetwork in your unified dashboard.
Portfolio valuations from Host Capital in your unified dashboard.
Portfolio valuations from James Hay in your unified dashboard.
Portfolio valuations from M&G Wealth in your unified dashboard.
Portfolio valuations from Nucleus in your unified dashboard.
Portfolio valuations from Parmenion in your unified dashboard.
Portfolio valuations from Quilter in your unified dashboard.
Portfolio valuations from Raymond James in your unified dashboard.
Portfolio valuations from SS&C Hubwise in your unified dashboard.
Portfolio valuations from Scottish Widows in your unified dashboard.
Portfolio valuations from Transact in your unified dashboard.
Portfolio valuations from Wealthtime in your unified dashboard.
Portfolio valuations from Wealthtime Classic in your unified dashboard.
Portfolio valuations from Standard Life in your unified dashboard.
Portfolio valuations from Royal London in your unified dashboard.
Portfolio valuations from Prudential in your unified dashboard.
Chat connectors
Connect the tools you already use so Obsidian's AI chat can look them up and take action on your behalf.
ESG and sustainability research in the AI chat.
Investment research and market data in the AI chat.
Agreements and e-signatures from the AI chat.
Meetings, recordings, and summaries from the AI chat.
Projects and tasks from the AI chat.
Marketing automation and customer data from the AI chat.
Work management and project tracking from the AI chat.
Jira, Confluence, and Teamwork Graph from the AI chat.
Payments and financial operations from the AI chat.
Designs, assets, and brand content from the AI chat.
Workspace content and collaboration from the AI chat.
Website and business-management tools from the AI chat.
Scheduling and bookings from the AI chat.
Design and collaboration tools from the AI chat.
Media intelligence and monitoring from the AI chat.
Search Slack and draft messages from the Obsidian AI chat.
Look up GoCardless payments and mandates from the AI chat.
Pull Fathom transcripts and summaries into the AI chat.
Look up Dotdigital campaigns and contacts from the AI chat.
Pull Fireflies transcripts and action items into the AI chat.
Pull Otter.ai transcripts and summaries into the AI chat.
AI assistants
Connect Obsidian to AI assistants so they can access your practice data securely via natural language.
