James Hay
Wealth Platforms integration
Yes. Obsidian supports James Hay for portfolio aggregation, displaying client valuations from James Hay alongside other holdings.
What the James Hay integration does
James Hay is a specialist UK SIPP and SSAS provider, widely used by advisers managing complex pension arrangements including commercial property holdings. Connecting James Hay to Obsidian lets you view up-to-date portfolio valuations directly inside Obsidian. Advisers with clients in James Hay SIPPs can see those holdings alongside other platforms, maintaining full visibility of each client's pension position.
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 James Hay to retrieve valuations for SIPP and SSAS pension holdings, including complex arrangements that may involve commercial property, unquoted shares, or multi-asset portfolios. The data feed provides policy-level valuations and underlying asset breakdowns where available. Data refreshes daily. James Hay's specialism in non-standard pension assets means the feed often captures holdings that other platform integrations cannot, filling a critical gap in the aggregated portfolio view.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find James Hay and click Connect to submit a connection request.
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The Obsidian team will reach out to complete the setup on your behalf.
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Once connected, data from James Hay will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect James Hay at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports James Hay as a live portfolio aggregation integration.
Yes. Obsidian displays valuations from James Hay SIPP holdings where data is available from the platform.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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