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1

Retrieve the session token

The session token is retrieved from the sdk-init API which can be accessed using client credentials
2

Initialize the SDK with the session token

Use the session token to initialize the SDK for the user
3

AA Redirection

On the initialising of the SDK, if the user is a new, it comes on the Onboarding Page where the desired AA journey can be selected and the user is redirected to AA for consent
4

Portfolio Page

User completes AA flow, approves/rejects consent, and returns to PFM application, and comes to the Portfolio Page

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Platform-Specific Integration

Choose your platform for detailed implementation guidance:

Mobile Integration

Integration guide for iOS, Android, React Native, and Flutter

Web Integration

Integration guide for web applications and frameworks