How can we help you?
Starting with Finverity
First steps with Finverity: Navigating the Platform and Process Overview
Landing Page
FOS2 Training Guide: CEB
FOS2 Training Guide: I&M
Initial set up
Create and Edit: Products, Companies, Floating and Exchange Rates, Programmes
Managing a Deal
Create and Edit your Deals: Assign Product, Counterparties, Pricing
Instrument Submission and Approval
Upload, Review and Approve Instruments
Payments and Reconciliation
Disburse, Repay and Reconcile Payments
User and Account management
Add, invite and assign permissions to Users
Troubleshooting
Integrations
Technical
For Developers