Aviva
Wealth Platforms integration
Yes. Obsidian supports Aviva for portfolio aggregation, displaying client valuations from the Aviva platform alongside other holdings.
What the Aviva integration does
Aviva is one of the UK's largest insurance and investment providers, offering pensions, ISAs, investment bonds, and protection products through its adviser platform. Connecting Aviva to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Advisers managing clients with Aviva pensions and investments can see these holdings unified with every other provider in a single view.
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 Aviva adviser platform via a secure data connection. The feed covers Aviva's broad product range — pensions, ISAs, investment bonds, and protection-linked investments — returning policy-level valuations and underlying fund breakdowns. Data refreshes daily. Because Aviva spans both insurance-wrapped and platform-held investments, the integration captures product types that pure platform feeds sometimes miss, giving advisers a more complete picture of each client's Aviva holdings.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Aviva and click Connect to submit a connection request.
- 3
The Obsidian team will reach out to complete the setup on your behalf.
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Once connected, data from Aviva will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Aviva at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Aviva as a live portfolio aggregation integration.
Obsidian displays valuations from Aviva platform holdings including pensions, ISAs, and investment bonds where data is available.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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