Article Category: Reporting

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MiFID II

We’re committed to ensuring our clients are fully enabled for MiFID II. We’ve detailed where our solutions already meet the...

Report Permissions

As default, different user types have different access to the reports in FinPlan. This can be amended by a user...

Report Styles In FinPlan

There are three types of reports in FinPlan. These styles dictate how the information you are reporting on is presented...

Understanding The RMAR Report

It is important to understand how the RMAR report is populated. Comprehensive notes about how all of the figures are...
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