Books
How to Update Finmars
Install guide on local machine
Install Finmars CE on your local machine without domain name
Installation Guide with AWS (Advanced)
Step by step journey using AWS EC2 Ubuntu 24.04For this guide you need basic knowledge with Linux, SSH, Bash
Installation guide with AWS (Simple)
Installation Finmars CE on AWS with prepared AMI
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
Multiple users
Add access for your space to other users
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
Platform Known Error Database
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