Parmenion
Wealth Platforms integration
Yes. Obsidian supports Parmenion for portfolio aggregation, displaying client valuations from Parmenion alongside other holdings.
What the Parmenion integration does
Parmenion is a UK discretionary fund management and platform service focused on risk-based investing for financial advisers. Connecting Parmenion to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Advisers using Parmenion's model portfolios can see client holdings alongside assets on other platforms, maintaining a complete view of each client's investment 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 fetches portfolio valuations from Parmenion's discretionary fund management platform. The data feed captures risk-rated model portfolio allocations, returning the overall portfolio value and the individual fund positions within each model. Valuations refresh daily based on Parmenion's end-of-day pricing. Because Parmenion manages assets on a discretionary basis within defined risk profiles, the feed also reflects any rebalancing activity, so advisers always see the current allocation rather than a stale snapshot.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
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Find Parmenion 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 Parmenion will sync automatically.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every adviser can connect Parmenion.
Frequently asked questions
FAQ
Yes. Obsidian supports Parmenion as a live portfolio aggregation integration.
Yes. Portfolio aggregation is included with Obsidian's AI Practice Management module.
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