Royal London
Wealth Platforms integration
Yes. Obsidian supports Royal London for portfolio aggregation, displaying client valuations from Royal London alongside other holdings.
What the Royal London integration does
Royal London is the UK's largest mutual life, pensions, and investment company, offering workplace and personal pensions, ISAs, and protection products. Connecting Royal London to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Advisers managing clients with Royal London pension and investment products can see holdings unified with every other provider.
What advisers can do
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Portfolio valuations
View up-to-date client portfolio valuations directly inside Obsidian.
How it works
Obsidian pulls portfolio valuations from Royal London, the UK's largest mutual life and pensions company, via a secure data feed. The connection covers workplace and personal pensions, ISAs, and investment products, returning policy valuations with fund-level detail. Data refreshes daily. Royal London's mutual structure and broad product range — from group pension schemes to individual protection-linked investments — means the feed often captures a mix of employer-sponsored and personal holdings for each client.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Royal London 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 Royal London will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Royal London at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Royal London as a live portfolio aggregation integration.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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