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Installation Guide
Initial proxy server setup and configuration
Itech Exante Setup Guide
Permissions
IAM & PermissionsConfigure member access to certain objects/actions in Finmars Platform
Data Download
User Quick Start
Dashboard Setup
Configurator Quick Start
System overview
Templates
Configuration instructions
Overview
Onboarding process
Space Setup
Exante Broker Setup
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 PMS Plus. PMS Plus provides advanced options to file Import and support for advanced transaction types. Read More in this book.
Importing Positions Data
APISIX Setup
Finmars APISIX Setup Guide Abstract As result of that instruction you will have proxy to Exante Broker e.g. https://exante-proxy.client.com where client.com your domain Prerequisites Before starting make sure you have the following: A machine running Linux wi...
Importing Instruments
Vault Setup
Connecting Vault Currently performed by a Finmars employee at the client's request. Initializing Vault Prerequisites A created database with an activated license Actions Go to Settings -> Vault Activate Vault and save the secret keys. Do not lose these ke...
Client Entity
It stores the data of an individual client. It provides a single point of access to user data and API keys (third-party services) associated with customer portfolios.