Quick Overview of Finmars

What is Finmars

• Wealth Aggregation Platform: aggregate financial information from different sources.sources (incl. manual input).
• Report Engine: online reports, performance, dashboards, PDF reports etc.
• Extensible Multipurpose Accounting Tool: different modules and packages are distributed through its own marketplace.
  

What is Finmars Environment

Environment/Contour

• Characterized by URL address
• As in its name - it's execution environment for different instances of Finmars
• It has common Authorization Service
• It can be interpret as a container for Realms

Realm

• Characterized by Realm Code: realm
• One Realm has shared execution resources across Finmars instances inside of it:
  • backend workers to do import and build reports
  • workflow workers to execute modules' scripts
• One Realm always has one version of Finmars instances across all Workspaces
• Realm is another abstraction container for Workspaces - Finmars instances

Workspace or Space

Workspace is the main