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 integration is included with Obsidian's AI Practice Management module, so every adviser can connect Host Capital.
Frequently asked questions
FAQ
Yes. Obsidian supports Host Capital as a live portfolio aggregation integration.
Yes. Portfolio aggregation is included with Obsidian's AI Practice Management module.
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