Wealthtime Classic
Wealth Platforms integration
Yes. Obsidian supports Wealthtime Classic for portfolio aggregation, displaying client valuations alongside other holdings.
What the Wealthtime Classic integration does
Wealthtime Classic is the original Wealthtime platform, rebranded when Novia took the Wealthtime name. It continues to operate as a distinct proposition with its own pricing and investment range. Connecting Wealthtime Classic to Obsidian lets you view up-to-date client portfolio valuations directly inside Obsidian. Advisers with clients across both Wealthtime and Wealthtime Classic can see all holdings in a single 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 retrieves portfolio valuations from the Wealthtime Classic platform, the legacy system from the original Novia offering. The data feed returns account-level valuations and fund-level breakdowns for client portfolios that remain on the Classic system. Valuations refresh daily. Obsidian treats Wealthtime Classic as a separate data source from the newer Wealthtime platform, so advisers with clients split across both can see each platform's holdings distinctly while still viewing the combined total.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Wealthtime Classic 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 Classic 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 Classic at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Wealthtime Classic as a separate integration from Wealthtime, covering legacy platform holdings.
Yes. Portfolio aggregation is included with Obsidian's free AI Practice Management module.
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