Integrations

Connect your email, calendar, CRM, and 25+ wealth platforms to Obsidian.

Email & Calendar

Connect your email and calendar to keep client communications and meetings in sync with Obsidian.

Gmail & Google Calendar

Email access, drafts, and calendar sync via Google Workspace.

Email access, drafts, and calendar sync via Microsoft 365.

CRM

Sync client records between Obsidian and your existing CRM so your team always works from one source of truth.

Bidirectional client sync with meeting notes and documents.

Client record sync between Salesforce and Obsidian.

Storage

Automatically save meeting notes, reports, and client documents to your cloud storage.

Automatic document saving to Microsoft OneDrive.

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.

Scottish Widows

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.

Wealthtime Classic

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.