SS&C Hubwise
Wealth Platforms integration
Yes. Obsidian supports SS&C Hubwise for portfolio aggregation, displaying client valuations alongside other holdings.
What the SS&C Hubwise integration does
SS&C Hubwise provides white-label platform technology used by multiple UK adviser firms and networks. Connecting Hubwise to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Advisers whose platform infrastructure runs on Hubwise can see holdings alongside data from every other supported provider in a single view.
What advisers can do
-
Portfolio valuations
View up-to-date client portfolio valuations directly inside Obsidian.
How it works
Obsidian pulls portfolio valuations from the SS&C Hubwise platform infrastructure. Because Hubwise operates as white-label technology powering multiple adviser firms and networks, the data feed captures holdings across whichever branded platform instance your firm uses. The feed returns account-level valuations and underlying fund positions, refreshing daily. This means advisers whose platform is built on Hubwise technology get automatic aggregation support without needing a separate integration for each branded front-end.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
- 2
Find SS&C Hubwise 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 SS&C Hubwise will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect SS&C Hubwise at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports SS&C Hubwise as a live portfolio aggregation integration.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
Explore more