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For understanding core platform components and their role. For users who need to know the structure, examples, and purposes of each entity. Helpful as a quick reference to the main building blocks of the system.

Standard configuration integrated with the Exante broker

Everything related Workflows, Pipelines, Modules, Schedules, Data Connections etc

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.