Brewin Dolphin
Wealth Platforms integration
Yes. Obsidian supports Brewin Dolphin for portfolio aggregation, displaying discretionary and advisory client valuations alongside other holdings.
What the Brewin Dolphin integration does
Brewin Dolphin is a UK discretionary wealth manager offering bespoke portfolio management and advisory services. Connecting Brewin Dolphin to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Advisers who refer clients to Brewin Dolphin for discretionary management can track those holdings alongside platform-held assets, maintaining visibility of the client's full wealth position.
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 Brewin Dolphin to fetch valuations for discretionary and advisory managed portfolios. The data feed returns the total portfolio value along with individual stock, bond, and fund holdings that make up each bespoke portfolio. Valuations refresh daily using Brewin Dolphin's end-of-day pricing. This gives advisers who refer clients to Brewin Dolphin for discretionary management ongoing visibility of those assets alongside platform-held investments, without needing to chase separate valuation reports.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Brewin Dolphin 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 Brewin Dolphin will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Brewin Dolphin at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Brewin Dolphin as a live portfolio aggregation integration.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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