Persona Elements is a set of prebuilt UI components designed to enhance your clients' dashboard experience. They can be embedded within your existing portal and customized to match your software and brand.
Display KPIs related to client accounts over time.
Create and keep track of short and long term financial goals.
Simplify the retirement planning process.
See more assets, all in one place.
Persona Elements is a set of prebuilt UI components designed to enhance your clients’ dashboard experience. They an be embedded within your existing portal and customized to match your software and brand.