Prudential
Wealth Platforms integration
Yes. Obsidian supports Prudential for portfolio aggregation, displaying client valuations from Prudential alongside other holdings.
What the Prudential integration does
Prudential is a major UK life and pensions provider, known for its PruFund smoothed investment range and retirement products. Connecting Prudential to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Advisers managing clients with Prudential pension policies or PruFund investments can see those holdings alongside every other provider in a single unified view.
What advisers can do
-
Portfolio valuations
View up-to-date client portfolio valuations directly inside Obsidian.
How it works
Obsidian retrieves portfolio valuations from Prudential, including holdings in the PruFund smoothed investment range and other retirement products. The data feed returns policy-level valuations and underlying fund allocations, with daily refreshes reflecting Prudential's published unit prices. PruFund's smoothed pricing model means valuations move differently from market-linked funds, and the feed captures these smoothed values accurately so advisers see what clients would actually receive rather than raw market movements.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
- 2
Find Prudential 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 Prudential will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Prudential at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Prudential as a live portfolio aggregation integration, including PruFund holdings.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
Explore more