Raymond James
Wealth Platforms integration
Yes. Obsidian supports Raymond James for portfolio aggregation, displaying client valuations alongside other holdings.
What the Raymond James integration does
Raymond James Investment Services is a UK-based wealth management firm offering bespoke discretionary and advisory portfolio services. Connecting Raymond James to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Advisers who place client assets with Raymond James can track those holdings alongside platform-held assets in a single unified 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 connects to Raymond James Investment Services to fetch valuations for bespoke discretionary and advisory portfolios. The data feed returns individual security-level holdings — equities, fixed income, funds, and cash — along with the overall portfolio valuation. Data refreshes daily using Raymond James's end-of-day positions. Advisers who place client assets with Raymond James for tailored portfolio management can track those holdings inside Obsidian without requesting separate valuation statements.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Raymond James and click Connect to submit a connection request.
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The Obsidian team will reach out to complete the setup on your behalf.
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Once connected, data from Raymond James will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Raymond James at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Raymond James as a live portfolio aggregation integration.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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