Getting Started
This section includes topics like onboarding essentials, security, and initial setup.
60 articles
Onboarding Essentials
Key information and steps to help new users get started, from account setup to accessing the platform efficiently.
- Welcome to FundApps!
- The FundApps Community
- Supported Browsers
- Security Best Practices
- Just-In-Time Access Management
- Implementation Overview
- Enfusion Implementation
- API Upload Integration
- Connecting via API
- Integrating the Room-In-A-Name (RIAN) API
- FundApps Tasks, Notifications, and Mentions
- The Task List
- How Does the Fundapps Rule Engine Process Assets?
- How We Code and Test Rules
- Results Workflow
- Understanding Prohibited Characters: A Guide to Ensuring Data Integrity
- Issuer Requests
- How Are Date and Time Displayed in Data Tables?
- AI-powered Results Insights - FAQ
- How Does the SteelEye and FundApps Integration Affect My Contract?
- Configuring SFTP File Collection and Schedules
- Generating and Converting SSL Certificates for Bloomberg DLWS
- How Does FundApps Manage Software Updates and Changes?
- Understanding and Configuring Global Settings
Users
Guides on managing user roles, permissions, and settings to help establish and maintain your team.
Authentication
Information on security protocols, including login methods, multi-factor authentication, and access management.
- User Authentication
- Two-Factor Authentication
- How to Set Up Single Sign-On (SSO)
- Configuring Mandatory Single Sign-On
- FundApps SSO Connection - Azure AD
- AzureAD SSO Connection: How to Change a Client Secret
- FundApps SSO Connection - SAML 2.0
- FundApps SSO Connection - Okta
- FundApps SSO Connection - ADFS
- FundApps SSO Connection - Azure AD SAML 2.0
Portfolio File
Guidance on how to code and upload your portfolio file seamlessly.
- Portfolio File Overview
- Properties Required to Set Up a Portfolio or Entity
- Creating and Editing Companies
- Creating Portfolios, Entities and Viewing Aggregation
- Removing Entities, Portfolios and Umbrellas
- CompanyType Properties for Shareholding Disclosure
- CompanyType Properties for Other Rules
- Rule Assignments to Portfolios
- Exemptions That Are Situation-Specific and Confidential
Positions File
Instructions on uploading your positions file, ensuring all required properties are provided.