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Quick Overview of Finmars

What is Finmars

  • Wealth Aggregation Platform: aggregate financial information from different 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: https://stage.finmars.com/realm03va3/space0cjnu
  • As in its name - it's execution environment for different instances of Finmars
  • It has common Authorization Service
  • It has common Profile page per user - a place to manage Realms & Workspaces
  • It can be interpret as a container for Realms

Realm

  • Characterized by Realm Code: realmhttps://stage.finmars.com/realm03va3/space0cjnu
  • 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 

 

 

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