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.

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Persona elements

Connect with your client
on their wealth story.

Performance

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

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

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

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

Persona Elements: Enhancing Client Engagement

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.