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Personal Finance Management

Create your own Personal Finance Management solution using our widgets

Our Personal Finance Management (PFM) widgets allow end users to better understand their financial picture.

You can embed our widgets using the Master Widget or by arranging individual widgets to create your own custom experience.

Platform vs. SSO API

To access your widgets, you'll either use the Platform API or the SSO API.

The API you use depends on what you have purchased and have enabled. If you have the Nexus API enabled, you'll use the SSO API when integrating a widget.