Standard Life
Wealth Platforms integration
Yes. Obsidian supports Standard Life for portfolio aggregation, displaying client valuations from Standard Life alongside other holdings.
What the Standard Life integration does
Standard Life is a major UK retirement specialist, now operating as Standard Life plc (formerly Phoenix Group), managing over £300 billion in assets for 12 million customers. Connecting Standard Life to Obsidian lets you view up-to-date portfolio valuations directly inside Obsidian. Advisers managing clients with Standard Life workplace and personal pension policies can track those holdings alongside every other platform in one 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 Standard Life to retrieve pension and investment valuations from the platform, which is now part of the abrdn group. The data feed covers workplace pension schemes, personal pensions, and investment products, returning policy-level values and underlying fund allocations. Data refreshes daily. Standard Life's substantial workplace pension book means the integration often surfaces employer-scheme holdings that advisers would otherwise need to request via separate annual benefit statements.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Standard Life and click Connect to submit a connection request.
- 3
The Obsidian team will reach out to complete the setup on your behalf.
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Once connected, data from Standard Life will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Standard Life at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Standard Life as a live portfolio aggregation integration.
Standard Life was historically linked to abrdn (formerly Standard Life Aberdeen), but the Standard Life brand is now owned by Standard Life plc (formerly Phoenix Group). It is a separately supported integration in Obsidian covering Standard Life platform holdings.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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