AJ Bell
Wealth Platforms integration
Yes. Obsidian supports AJ Bell for portfolio aggregation, displaying client valuations from AJ Bell Investcentre alongside other holdings.
What the AJ Bell integration does
AJ Bell Investcentre is one of the UK's largest adviser platforms, providing access to a wide range of funds, shares, ETFs, and investment trusts across ISA, SIPP, LISA, and GIA wrappers. Connecting AJ Bell to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Advisers with clients on AJ Bell can see these holdings unified with every other platform in a single dashboard.
What advisers can do
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Portfolio valuations
View up-to-date client portfolio valuations directly inside Obsidian.
How it works
Obsidian connects to AJ Bell Investcentre to pull portfolio valuations across the platform's full asset range — funds, shares, ETFs, and investment trusts. The feed covers ISA, SIPP, LISA, and GIA wrappers, providing holdings, quantities, and current market values. Valuations refresh daily. AJ Bell's wide investment universe means the data includes both model-portfolio allocations and bespoke client selections, all visible inside Obsidian without logging into Investcentre.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
- 2
Find AJ Bell 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 AJ Bell will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect AJ Bell at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports AJ Bell Investcentre as a live portfolio aggregation integration.
Obsidian displays valuations across ISA, SIPP, LISA, and GIA wrappers held on AJ Bell Investcentre.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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