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Prerequisites We assume you have all prerequisites you may need, including: If needed: the VPN is configured to access the Finmars resources If needed: access to the Virtual Machine to work with the sensitive information Must have: registered in Finmars ...

Prerequisites We assume you have all prerequisites you may need, including: If needed: the VPN is configured to access the Finmars resources If needed: access to the Virtual Machine to work with the sensitive information Must have: registered in Finmars ...

Prerequisites We assume you have all prerequisites you may need, including: Get Access to Finmars Link with Finmars ID Duplicate the Layout Go to the layout list. Click on the layout name to open the dropdown menu. Choose the layout you want to dupl...

Technology: Angular.js Route: /<realm>/<space>/a/#!/ UI Kit Integration: 3% Details:This portal is the main application developed using Angular.js. It provides basic functionality for users and utilizes the UI kit minimally to standardize the appearance. ...

Technology: Nuxt 3 (based on Vue 3) Route: /<realm>/<space>/v/ UI Kit Integration: 30% Details:The vue-portal is a modern web application built with Nuxt 3 and Vue 3. It offers enhanced functionality and deeper integration with the UI kit, ensuring a flex...

Technology: Nuxt 3 (based on Vue 3) Route: /v/ UI Kit Integration: 10% Details:This portal is designed for authorization processes. Developed using Nuxt 3 and Vue 3, it features minimal UI kit integration to provide basic styling and functionality focused...

Technology: Vue 3 Details:The UI kit is a collection of ready-made components and styles developed in Vue 3, ensuring a consistent appearance across all projects. It is used to style interface elements and supports theming through variables and abstract pal...

Technology: Nuxt 3 (based on Vue 3) Route: /<realm>/<space>/w/ UI Kit Integration: 0% Details:Part of web application built with Nuxt 3 and Vue 3. For illustrate workflow and create scripts for flow/

What is a Favicon:A favicon is a small icon that appears in the browser tab, bookmarks, and history alongside the website title. Purpose:Changing the favicon helps align the application with the customer’s brand, boosting brand recognition. How to See Chan...

Overview:The application supports two versions of the logo: Light Logo: Used with a light theme. Dark Logo (Logo dark): Optimized for a dark theme. Purpose:Separate logos ensure that the branding remains clear and visually appealing regardless of th...

Options:Users can choose between: Predefined CSS File: A ready-made file containing all custom styles. Custom CSS Field: An integrated code editor for directly entering CSS code. Step-by-Step Process: Identify the Required Selector or Variable:...

Explanation:The "Default" field indicates that the specific White Label item is applied by default. If no alternative configuration is selected, these settings will automatically be active, ensuring a baseline level of customization.

Flexibility:Our system supports the creation of an unlimited number of White Label items. This allows for tailored configurations for different brands or projects, providing maximum flexibility.

Overview:White Label items can be further configured for publication in the Marketplace, allowing reuse across various projects. Instruction: Publishing a module in Finmars Marketplace The module publication process in Finmars Marketplace consists of two ...

Overview:The import/export feature facilitates the transfer of White Label configurations between projects, enabling backup creation and sharing. Instruction:Export a configuration: Follow the instructions from How to publish a module in Marketplace in...

Overview:For each White Label item, a design palette is created—a set of CSS variables that encapsulate the customer’s brand colors and styling. Examples: Base Variables:For example, --p-10: #390b00; defines a primary color. Component Variables:For exam...

Palette Creation: A designer develops a new palette based on the customer's branding requirements. The palette includes all necessary CSS variables reflecting the desired colors and styles. Exporting the Palette: Once approved, the palette is exp...

Limited Integration:The theming functionality via the UI kit is not implemented in every part of our micro-frontend application (for example, the portal project has minimal integration). Testing Guidelines: Thoroughly test the new palette across all sect...

Prerequisites We assume you have all prerequisites you may need, including: Get Access to Finmars Link with Finmars ID Install PMS Core or PMS Plus add-on How to Import Files in PMS Core and PMS Plus Check Transaction Report Go to the left sidebar...

In the sender space, navigate to Add-ons → Marketplace. Locate the Finmars-to-Finars module and install it. Go to Workflow → Schedules: URL format: https://{domain_name}/{realm_code}/{space_code}/w/schedule Create a new schedule and...