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.

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

Characterized by Realm Code: https://stage.finmars.com/realm03va3/space0cjnu
There may be more than one Realm inside the environment/contour
User must have an access to the Realm to see it in the Profile page
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

Characterized by Space Code: https://stage.finmars.com/realm03va3/space0cjnu
There may be more than one Workspace inside the Realm
User must have an access to the Workspace to see it in the Profile page inside the Realm
Workspace is the Main working unit for users