ABRDN Wrap
Wealth Platforms integration
Yes. Obsidian supports ABRDN Wrap for portfolio aggregation, displaying client valuations from the Wrap platform alongside other holdings.
What the ABRDN Wrap integration does
ABRDN Wrap is one of the UK's largest adviser platforms, offering access to a broad range of funds, shares, and ETFs across ISA, SIPP, GIA, and onshore bond wrappers. Connecting ABRDN Wrap to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Holdings from Wrap appear alongside data from other platforms, so advisers can review a client's full wealth position without switching between portals.
What advisers can do
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Portfolio valuations
View up-to-date client portfolio valuations directly inside Obsidian.
How it works
Obsidian pulls portfolio valuations from ABRDN Wrap, one of the UK's largest adviser platforms, via a secure data connection. The feed covers the full range of Wrap account types — ISA, SIPP, GIA, and onshore bonds — returning holdings, fund prices, and total valuations. Data is refreshed daily, ensuring advisers see near-current positions. Wrap's broad asset coverage means fund, share, and ETF holdings all flow through into Obsidian's unified view automatically.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find ABRDN Wrap and click Connect to submit a connection request.
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The Obsidian team will reach out to complete the setup on your behalf.
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Once connected, data from ABRDN Wrap 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 Wrap at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports ABRDN Wrap as a live portfolio aggregation integration. Client valuations appear in a unified view alongside other platforms.
Obsidian displays valuations across ISA, SIPP, GIA, and onshore bond wrappers held on the ABRDN Wrap platform.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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