Compare the account types displayed during fund creation and understand what to review before confirming, including specifications, later changes, and earnings records.

How do I choose an account type when creating a fund?

Review trading, drawdown, fee, subscription, record, and redemption risks for Fund Managers and Investors using current terms and status.

Risk Considerations in Funds Management

Update a fund's avatar and the separate shared Fund Manager introduction in the Client Portal, then check their displayed state.

How do I update my Funds profile?

Find general guidance for Fund Managers on fund setup, account funding, balances, fees and other Funds Management features.

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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