Wealth Management Widgets

Our wealth management widgets help financial institutions kickstart digital transformation initiatives with pre-built investment digital experiences to connect to APIs. 

Sample Investment Summary Widgets

View consolidated investments by account, product and currency in web and mobile. 

Investment Summary Web 

Investment Summary Mobile Responsive 

Sample Account Management Widgets

View accounts with their corresponding investments.

Account Summary Web

Account Summary Mobile Responsive 

Sample Document & Certificate Widgets

View documents and certificates.

Documents & Certificates Summary Web

Documents & Certificates Summary Mobile