Canada Life
Wealth Platforms integration
Yes. Obsidian supports Canada Life for portfolio aggregation, displaying client valuations from Canada Life alongside other holdings.
What the Canada Life integration does
Canada Life is a UK provider of pensions, investments, and protection products, with a strong adviser-focused platform. Connecting Canada Life to Obsidian lets you view up-to-date portfolio valuations directly inside Obsidian. Advisers managing clients with Canada Life retirement and investment products can see these holdings alongside every other provider without switching 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 Canada Life's adviser platform via a secure data feed. The connection retrieves pension and investment product valuations, including drawdown and accumulation policies, with fund-level detail. Data refreshes daily so advisers see current positions. Canada Life's adviser-focused platform provides structured data that maps cleanly into Obsidian's unified portfolio view, making it straightforward to include alongside holdings from other providers.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Canada Life 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 Canada Life will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Canada Life at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Canada Life as a live portfolio aggregation integration.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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