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: 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

Workspace or Space

• 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
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