Quickstart

How to start using our platform

1. Add Companies

First, go to Settings and add companies which have brokerage accounts in your organisation. The data will be consolidated for each of these companies.

Those might be actual legal entities or profit centres for management accounting purposes - whichever fits your needs best.

2. Add Broker Accounts

Connect your data for each of the Broker Accounts you have. You can find detailed guides how to do it for Exante and Freedom Finance in the Integrations section.

3. See your data on the Dashboard

Go to the main dashboard to see the consolidated results. You can then dive into each of the companies to see the details on each of the brokerage accounts.