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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
Reports
One of most valuable features of Finmars Platform, consist of:- Balance Report- P&L Report- Transaction Report- Performance Report
Setup Guide
STD Integration Framework
STD Solution
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