Embed a live product showcase on your website and give clients real-time visibility into your investment products.
Always accurate, always up to date.
Our product showcase makes it effortless to present your product performance with data sourced directly from your enviroment.
Show real-time product performance and key indicators, automatically synced from your internal data.
Give investors insight into underlying holdings and allocations with a clean, interactive view.
Copy one line of code and embed the products showcase into any webpage. No development overhead.
Open the Extensions page in your workspace and accept the Terms & Conditions to activate the widget service.
Select which products to show and generate a secure access token to control data visibility.
Download the code and paste it into your site. Your products showcase goes live instantly.
Click, scroll, and explore the investor-facing product showcase experience.
This is exactly how it will would appear on your website and how your investors would experience it.
To help us connect you with the right sales team member or resource, please fill out the form.
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