Transact
Wealth Platforms integration
Yes. Obsidian supports Transact for portfolio aggregation, displaying client valuations from Transact alongside other holdings.
What the Transact integration does
Transact (part of IntegraFin) is a premium UK adviser platform known for its extensive asset range — including funds, shares, ETFs, investment trusts, and structured products — across ISA, SIPP, GIA, offshore bond, and onshore bond wrappers. Connecting Transact to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian alongside holdings from every other supported platform.
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 the Transact platform (part of IntegraFin) to fetch portfolio valuations across its extensive asset range. The data feed covers ISA, SIPP, GIA, offshore bond, and onshore bond wrappers, returning holdings across funds, shares, ETFs, investment trusts, and structured products. Valuations refresh daily. Transact's breadth of supported asset types means the feed often captures holdings — such as structured products and direct equities — that narrower platform integrations miss, enriching the aggregated view.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Transact 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 Transact will sync automatically.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Transact at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Transact as a live portfolio aggregation integration.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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