Help CenterCustomer management
Key Elements in Setting Up a Customer on FinViewCreating a New Customer Adding a Customers Company InformationCreating and managing customer usersDefining Your Customer Settings in FinViewSetting Up Financial Details for Your Customer in FinViewSetting Up Workflows in a FinView Customer AccountCreating a new Portfolio in FinViewAdding a New Bucket to your PortfolioCustomising Bucket Settings in myFinView: A Step-by-step Guide