Books

Installation Guide with Azure (Advanced)

Step by step journey using Azure Virtual Machines Ubuntu 24.04For this guide you need basic knowledge with Linux, SSH, Bash

Itech Exante Setup Guide

Onboarding process

Overview

PDF Builder

Powerful tool that helps create custom PDF Reports of all sorts

Permissions

IAM  & PermissionsConfigure member access to certain objects/actions in Finmars Platform

PMS Core and Plus

Information on the Finmars PMS Core and Plus add-ons: PMS Core is a Fully Functional and Developer friendly Free subset of P...

Register in Cloud

Reports

One of most valuable features of Finmars Platform, consist of:- Balance Report- P&L Report- Transaction Report- Performance Report

Templates

User Quick Start

What is Finmars

What included in Community Edition and why to use it?

White Label Documentation

This documentation provides a comprehensive guide to our White Label capabilities. It covers an overview of our projects, in-de...

Workflows

Everything related Workflows, Pipelines, Modules, Schedules, Data Connections etc