Starting with Finverity
First steps with Finverity: Navigating the Platform and Process Overview
Initial setup
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
Reporting
Troubleshooting
Security & Integrations
Create Products and Workflows
Create Specific Products