Fidelity
Wealth Platforms integration
Yes. Obsidian supports Fidelity for portfolio aggregation, displaying client valuations from FundsNetwork alongside other holdings.
What the Fidelity integration does
Fidelity FundsNetwork is one of the UK's largest adviser platforms, providing access to thousands of funds across ISA, SIPP, GIA, and junior ISA wrappers. Connecting Fidelity to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. FundsNetwork holdings appear alongside data from every other supported platform, so advisers can review a client's full position in one place.
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 Fidelity FundsNetwork to retrieve portfolio valuations across its extensive fund range. The feed covers ISA, SIPP, GIA, and junior ISA wrappers, returning individual fund holdings, unit counts, prices, and total account values. Data refreshes daily using FundsNetwork's end-of-day valuations. With access to thousands of funds, FundsNetwork typically represents a significant portion of a client's invested assets, making this feed a key part of any multi-platform aggregation.
How to connect
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Go to Playbook → Apps in Obsidian.
- 2
Find Fidelity 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 Fidelity will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Fidelity at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Fidelity FundsNetwork as a live portfolio aggregation integration.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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