Wealthtime
Wealth Platforms integration
Yes. Obsidian supports Wealthtime for portfolio aggregation, displaying client valuations from Wealthtime alongside other holdings.
What the Wealthtime integration does
Wealthtime (formerly Novia) is a UK adviser platform offering ISA, SIPP, GIA, and offshore bond wrappers with a focus on flexibility and transparency. Connecting Wealthtime to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Holdings from Wealthtime appear alongside data from every other supported platform in one 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 fetches portfolio valuations from the Wealthtime platform (formerly Novia) via a secure data feed. The connection covers ISA, SIPP, GIA, and offshore bond wrappers, returning fund-level holdings and current valuations for each account. Data refreshes daily. Wealthtime's focus on flexibility means the platform supports a wide range of fund groups, and the feed captures the full breadth of a client's Wealthtime-held investments for display inside Obsidian's unified dashboard.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Wealthtime 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 Wealthtime will sync automatically.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every adviser can connect Wealthtime.
Frequently asked questions
FAQ
Yes. Obsidian supports Wealthtime as a live portfolio aggregation integration.
Yes. Wealthtime was formerly known as Novia. The same integration covers both.
Yes. Portfolio aggregation is included with Obsidian's AI Practice Management module.
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