Cofunds
Wealth Platforms integration
Yes. Obsidian supports Cofunds for portfolio aggregation, displaying client valuations from Cofunds alongside other holdings.
What the Cofunds integration does
Cofunds (now part of Aegon) is a long-established UK fund platform used by many advisory firms. Connecting Cofunds to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Advisers with legacy Cofunds holdings or clients who remain on the platform can see these alongside assets held on other providers in a unified 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 Cofunds platform, which now operates under the Aegon umbrella. The data feed returns fund-level holdings and wrapper-level valuations for client accounts still administered on the Cofunds system. Valuations refresh daily. Many advisory firms retain legacy client portfolios on Cofunds even after the Aegon transition, so Obsidian treats Cofunds as a distinct data source to ensure those holdings are captured alongside newer Aegon platform accounts and other providers.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
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Find Cofunds 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 Cofunds will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Cofunds at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Cofunds as a live portfolio aggregation integration.
Cofunds is now part of Aegon, but it remains a separately supported integration in Obsidian for advisers with clients on the Cofunds platform specifically.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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