Books
Client Entity
It stores the data of an individual client. It provides a single point of access to user data and API keys (third-party service...
Configurator Quick Start
Default Settings
Demo Scenarios
Demo Space
How to create demo space from scratch
DEPRECATED: Standard-workflow (One-click)
This section describes the structure of the modules: Standard-workflow Standard-workflow-interface This section also out...
Entities
For understanding core platform components and their role. For users who need to know the structure, examples, and purposes ...
Exante Configuration
Standard configuration integrated with the Exante broker
Experts Opinions
Finmart to Finmars
Overview The Finmars-to-Finmars module enables exporting and sending data from a common Finmars controlling space (which inclu...
Job Checklists
The definition of the successful jobs.
Onboarding process
Overview
PDF Builder
Powerful tool that helps create custom PDF Reports of all sorts
Permissions
IAM & PermissionsConfigure member access to certain objects/actions in Finmars Platform
Reports
One of most valuable features of Finmars Platform, consist of:- Balance Report- P&L Report- Transaction Report- Performance Report