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Personal Finance Management

Create your own Personal Finance Management solution using our widgets

Our Personal Finance Management (PFM) tools allow you to create your own experience through our widgets. You can display single widgets, display them with other widgets, or use our Master Widget which contains all widgets and provides a full PFM experience.

You can embed your 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.