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 Money Dashboard Widget or arrange individual widgets using our legacy widgets to create your own custom experience.

Quick Links

Learn how to integrate a PFM widget.

Learn about the Money Dashboard Widget and the other PFM widgets it contains.

Learn about the widgets not used in our Money Dashboard Widget.

To access your widgets, you'll either use the Platform API or a combination of the Nexus API and SSO API.