Enhance your client experience, your way.

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.

Persona elements

Connect with your client
on their wealth story.

Performance Graph

Display KPIs related to client accounts over time.

-> Understand KPI's better than ever before
-> Simplify the way your clients consume account data
-> Educate by providing clear contextual information
-> Include an access point to contact advisors
Goals grapphic

Create and keep track of short and long term financial goals.

-> Clearly visualize contribution schedules
-> Communicate progress using plain language
-> Facilitate participation of other contributing members
-> Provide a clear path to advisor involvement
Retirement planner graphic
Retirement Planner

Simplify the retirement planning process.

-> Simulate a retirement plan quickly and accurately
-> Present clear and actionable steps
-> Facilitate seamless planning and communication with advisors
-> Educate clients to increase engagement and trust
Wealth Map graphic
Wealth Map

See more assets, all in one place.

-> Prevent data-overload with a simple view of client assets
-> Include comprehensive data by connecting external accounts
-> Invite users to explore with intuitive and engaging visualizations
-> Drill-down clearly segmented data for advanced analytics