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