Advanced Search

Search Terms

Content Type

Page Chapter
Book Shelf

Exact Matches

Tag Searches

Date Options

Updated after

Updated before

Created after

Created before

Search Results

3 total results found

Get Access to Finmars

User Quick Start

PrerequisitesNo specific prerequisites are needed. Getting Access to FinmarsBased on your desired deployment type you can get access to Finmars in following ways:Community Edition (simple)Community Edition (advanced)Cloud or Enterprise

Prerequisites

Configurator Quick Start

PrerequisitesWe assume you have one of the options:Registered in the Cloud and Created the WorkspaceDeployed Commenity Edition

Install PMS Core or PMS Plus add-on

User Quick Start

PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsLink with Finmars IDYou have the internet accessAbout PMS Core and PMS Plus add-onsThe Portfolio Management Solution (PMS) is a core Finmars add-on that enables asse...