ABRDN Elevate
Wealth Platforms integration
Yes. Obsidian supports ABRDN Elevate for portfolio aggregation, displaying client valuations from Elevate alongside other holdings.
What the ABRDN Elevate integration does
ABRDN Elevate is abrdn's adviser platform focused on simplicity and transparent pricing. It supports ISA, SIPP, GIA, and junior ISA wrappers. Connecting Elevate to Obsidian lets you view up-to-date client valuations inside Obsidian alongside holdings from other platforms. Advisers using both Wrap and Elevate can see all abrdn-held assets in one place alongside every other provider.
What advisers can do
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Portfolio valuations
View up-to-date client portfolio valuations directly inside Obsidian.
How it works
Obsidian fetches portfolio valuations from ABRDN Elevate via a secure platform data feed. Elevate's focus on simplicity and transparent pricing is reflected in clean, structured data covering ISA, SIPP, GIA, and junior ISA wrappers. Holdings and valuations refresh daily. For firms that use both Elevate and ABRDN Wrap, Obsidian aggregates data from each platform separately, so advisers can distinguish which abrdn platform holds each client's assets while still seeing the combined picture.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find ABRDN Elevate and click Connect to submit a connection request.
- 3
The Obsidian team will reach out to complete the setup on your behalf.
- 4
Once connected, data from ABRDN Elevate will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect ABRDN Elevate at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports ABRDN Elevate as a live portfolio aggregation integration.
Both are supported as separate integrations. If you use both platforms, client holdings from each appear in the unified view side by side.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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