References
Listed below is all the known content in the system that links to this item.
Platform Guide Template
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Install PMS Core or PMS Plus add-on
PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsLi...
Import Files in PMS Core and PMS Plus
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Check Profit and Loss Report
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Calculate YTM and Modified Duration
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Check Balance Report
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Check Performance Report
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Calculate data for Mobile/Dashboards
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Calculate Performance (Modified Dietz)
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Duplicate the Layout
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Check Transaction Report
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Check Standard Dashboards
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Prepare Data in Finmars Excel Format
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Use Mobile App [TO BE UPDATED]
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...