Nucleus
Wealth Platforms integration
Yes. Obsidian supports Nucleus for portfolio aggregation, displaying client valuations from Nucleus alongside other holdings.
What the Nucleus integration does
Nucleus is an adviser-built platform known for transparent pricing and a strong focus on the adviser experience, supporting ISA, SIPP, GIA, and offshore bond wrappers. Connecting Nucleus to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Holdings from Nucleus appear alongside data from every other supported platform in a single unified dashboard.
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 the Nucleus platform to pull portfolio valuations across ISA, SIPP, GIA, and offshore bond wrappers. The feed returns fund-level holdings with quantities, prices, and wrapper-level totals. Data refreshes daily. Built by advisers for advisers, Nucleus provides particularly clean, well-structured data that maps efficiently into Obsidian's aggregation engine. Advisers who chose Nucleus for its transparent pricing get that same transparency in how holdings appear inside Obsidian.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Nucleus 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 Nucleus will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Nucleus at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Nucleus as a live portfolio aggregation integration.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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