Quilter
Wealth Platforms integration
Yes. Obsidian supports Quilter for portfolio aggregation, displaying client valuations from the Quilter platform alongside other holdings.
What the Quilter integration does
Quilter (formerly Old Mutual Wealth / Skandia) is one of the UK's largest adviser platforms, offering a broad range of ISA, SIPP, GIA, and offshore bond wrappers. Connecting Quilter to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Advisers with significant client assets on Quilter can see holdings alongside every other platform in one view, simplifying annual reviews and suitability assessments.
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 Quilter platform, which encompasses holdings from its previous incarnations as Old Mutual Wealth and Skandia. The data feed covers ISA, SIPP, GIA, and offshore bond wrappers, returning fund-level positions and current valuations. Data refreshes daily. Quilter's large adviser market share means many clients hold significant assets on the platform, making this feed central to building a complete aggregated view of each client's wealth.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Quilter 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 Quilter will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Quilter at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Quilter as a live portfolio aggregation integration.
Yes. Quilter was formerly known as Old Mutual Wealth and Skandia. All are covered by the same integration.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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