7IM
Wealth Platforms integration
Yes. Obsidian supports 7IM for portfolio aggregation, displaying up-to-date client valuations alongside holdings from other platforms.
What the 7IM integration does
7IM (Seven Investment Management) offers a range of discretionary and model portfolio services for UK financial advisers. Connecting 7IM to Obsidian lets you view up-to-date client portfolio valuations — including ISA, SIPP, and GIA holdings — directly inside Obsidian. Holdings from 7IM appear alongside data from other platforms in a single unified view, giving advisers a complete picture of each client's wealth without logging into multiple portals.
What advisers can do
-
Portfolio valuations
View up-to-date client portfolio valuations directly inside Obsidian.
How it works
Obsidian connects to 7IM via a secure data feed to retrieve up-to-date portfolio valuations across discretionary and model portfolio services. Account-level data — including ISA, SIPP, and GIA wrappers — is pulled automatically, covering holdings, unit counts, and current valuations. Data refreshes daily so advisers always see the latest position from Seven Investment Management. Because 7IM manages assets on a discretionary basis, the feed captures both the overall portfolio value and the underlying fund-level breakdown.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
- 2
Find 7IM 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 7IM will sync automatically.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every adviser can connect 7IM.
Frequently asked questions
FAQ
Yes. Obsidian supports 7IM as a live integration for portfolio aggregation. Client valuations from 7IM appear alongside holdings from other platforms.
Obsidian displays up-to-date portfolio valuations, account details, and holdings from 7IM — including ISA, SIPP, and GIA wrappers.
Yes. Portfolio aggregation across all supported platforms is included with Obsidian's AI Practice Management module.
Explore more