Aegon
Wealth Platforms integration
Yes. Obsidian supports Aegon for portfolio aggregation, displaying client valuations from the Aegon platform alongside other holdings.
What the Aegon integration does
Aegon is a major UK platform provider with a strong presence in workplace and personal pensions, including the Aegon Retirement Choices (ARC) range. Connecting Aegon to Obsidian lets you view up-to-date portfolio valuations — including pension, ISA, and GIA holdings — directly inside Obsidian. Advisers managing clients with both Aegon workplace and personal pensions can see all holdings in a single view alongside other providers.
What advisers can do
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Portfolio valuations
View up-to-date client portfolio valuations directly inside Obsidian.
How it works
Obsidian retrieves portfolio valuations from the Aegon platform, including holdings held through the Aegon Retirement Choices (ARC) range. The data feed covers pension wrappers, ISAs, and GIAs, returning fund-level holdings and current valuations. Data refreshes daily to keep adviser dashboards current. Aegon's significant workplace pension book means advisers can surface employer-scheme valuations alongside personal portfolio data in a single consolidated view.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Aegon 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 Aegon will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Aegon at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Aegon as a live portfolio aggregation integration, including Aegon Retirement Choices (ARC).
Obsidian displays valuations from Aegon platform holdings. Coverage of specific workplace pension schemes depends on data availability from Aegon.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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