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PFM Setup

PFM
Note: Our free self-service API does not include access to our PFM modules. Contact us if you’d like to learn more about them.
Quovo provides PFM widgets that can easily be embedded and customized to fit within your own website or application. These modules allow you to leverage aggregated account data  to provide unique insights and visualizations to your users, creating an interactive, hands-on digital experience.
Getting started with our modules takes just a few minutes, and is described in the four easy steps below. Full reference documentation is here.
Quick Setup
Step 1: Get a UI Token
Our modules are authenticated on a per-user basis and require a single-use access token every time an embedded widget is created.
Here is a sample curl request:
curl -X GET \
    -H "Authorization: Bearer a724809d37d0a21b7e9257f45cee416f5aec61993ab4b09e" \
    "https://api.quovo.com/v3/users/12345/ui_token"
 
Step 2: Load the UI Javascript Library
Make sure you are loading the latest Quovo library at:
<script type=“text/javascript” src=https://app.quovo.com/ui.js></script>
Step 3: Set Up the Place in Your Application That Will Host the Quovo Widget
Below is an example of the element that will hold the embedded Quovo module iframe:
<style>
  #quovo-accounts-module,
  #quovo-allocation-module {
    height: 400px;
    width: 600px;
  }
</style>
Note: iframes will adopt the full width and height of the parent element by default.
Step 4: Embed a Module
<!-- {token} is generated by a backend process every time the page is loaded. -->
<script>
  Quovo.embed({
    token: {token},
    elementId: 'quovo-accounts-module',
    moduleName: 'accounts',
  });
</script>
<div id="quovo-accounts-module"></div>
Now you can start embedding all of Quovo’s robust and responsive modules into your website or application to better understand how it will integrate with your experience. You can access our UI reference docs here.