Using finsit
This section will provide you with all of the resources and information you need to use finsit.
- Finsit Practice Administration User Guide
- The purpose of this guide is to help System Administrators set up and maintain finsit. It contains information regarding setting up business type templates including the ability to define standard text and default KPIs per business type. Businesses are then attached to business types thereby, increasing efficiency when creating Period Reports.
- Finsit Practice User Guide
- finsit is a cloud-based financial insight platform, it turns complex figures into eye-opening graphics, making it easier for you and your clients to reach the right financial decisions. It has been developed exclusively for advisors who want to strengthen their offering by exceeding client expectations by creating added value. finsit makes any financial situation look good.