Say goodbye to fragmented client data

Persona API connects outside accounts like never before, creating new value for both clients and advisors. Whether you plug in or plug out, our developer APIs and integrations are optimized for rapid deployment and robustness.

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PERSONA API

The client data gateway structured for advice.

Transform fragmented data into a coherence model for viewing clients' holistic situation. Build innovative client and advisor solutions.
Persona API Fragmented Client Data API
OPS API

The most flexible advice framework

Flexible integrations that give your advice platform longevity and optionality. Connect with established solutions, or build your own with our core components.
SYMBIOSIS STUDIO

The advanced Next Best Action engine

Design advisor actions based on custom detectors. Map client needs to engagement ideas using behavioral analytics. Identify high value and high risk client segments.

Persona API: Gathering Data from Multiple Sources & Makes Them Ready for Use

Persona API connects outside accounts like never before, creating new value for both clients and advisors.

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