Article Category: Configuration

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Add a new Introducer

Summary An Introducer is a Commission Recipient, whether they receive any payment from you or not, and their names are...

Call Recording

Summary FinPlan provides integrated call recording through a compatible recording device. Typically, you will attach a recording device to the...

Configuring Email

Summary The system has the ability to check your email server on a regular basis (every 15 minutes) and will...

Configuring Frameworks

Frameworks provide a sequence of tasks to be completed. Each stage in a Framework is either completed (and marked as...

Configuring Valuation Services

The integrated valuation services allow up-to-date valuation figures to be requested directly from the provider. There are two types of...

Data Security Guide

This guide provides details of the systems in place to protect your data and ensure business continuity for cloud users....
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