Widget API Examples

Investor Widgets

An investor is the end-client who has accounts, holdings, transactions, and other finanical data.

Example Investor Integration

Example on how to integrate widgets into your current application. This is a realistic example of how an integration can be done.

All Investor Widgets

See every investor widget possible. This is more to see the possibilities.

Advisor Widgets

An advisor is someone who provides finanical advice/services to an individual or organization.

Example Advisor Integration

Example on how to integrate widgets into your current application. This is a realistic example of how an integration can be done.

All Advisor Widgets

See every advisor widget possible. This is more to see the possibilities.

js and css options

Example using cdns for third-party javascript (like jQuery)

In Example Investor Integration, we show how to use cdns to load third party resources. This is recommended for performance reasons and in case you are also already loading the same resource.

Example with all third-party js loaded into one file

In All Investor Widgets, we show how to use one file with everything in it.

Example of using your own bootstrap

Normally, we include the popular bootstrap css framework into our styles bundle, however if you already have bootsrap that can not be ideal. In All Advisor Widgets, we should how you can use our widgets styles along side your existing bootstrap styles.