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 is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Wealthtime at no additional cost.
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 free AI Practice Management module.
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