M&G Wealth
Wealth Platforms integration
Yes. Obsidian supports M&G Wealth for portfolio aggregation, displaying client valuations from M&G Wealth alongside other holdings.
What the M&G Wealth integration does
M&G Wealth (formerly part of the Prudential group) is a UK platform providing access to investment and retirement products through a dedicated adviser platform. Connecting M&G Wealth to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Advisers managing clients with M&G Wealth pension or investment products can see holdings alongside every other provider in one 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 M&G Wealth adviser platform, covering investment and retirement products that were formerly administered under the Prudential brand. The data feed returns policy-level valuations and fund-level breakdowns for each client account. Valuations refresh daily. M&G Wealth's product range spans accumulation and decumulation, so the feed captures both growth-phase investments and drawdown portfolios in a single connection.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
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Find M&G Wealth 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 M&G Wealth will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect M&G Wealth at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports M&G Wealth as a live portfolio aggregation integration.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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