Host Capital
Wealth Platforms integration
Yes. Obsidian supports Host Capital for portfolio aggregation, displaying client valuations alongside other holdings.
What the Host Capital integration does
Host Capital is a UK adviser platform offering a curated fund range with competitive pricing. Connecting Host Capital to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Holdings from Host Capital appear alongside data from other platforms in a unified view, simplifying portfolio reviews for advisers who use multiple providers.
What advisers can do
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Portfolio valuations
View up-to-date client portfolio valuations directly inside Obsidian.
How it works
Obsidian fetches portfolio valuations from Host Capital's adviser platform via a secure connection. The feed returns account-level data covering Host Capital's curated fund range, with holdings and current valuations for each client account. Data refreshes daily. Host Capital's competitive pricing model makes it popular with cost-conscious advisory firms, and the integration ensures those holdings are visible inside Obsidian alongside assets held on larger platforms.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
- 2
Find Host Capital 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 Host Capital will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Host Capital at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Host Capital as a live portfolio aggregation integration.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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