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
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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
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Go to Playbook → Apps in Obsidian.
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Find 7IM 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 7IM will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect 7IM at no additional cost.
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 free AI Practice Management module.
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