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 one fund's avatar and professional background in the Client Portal, then verify its current moderation and visibility 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.

Ship something

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.

Prototype article-aware answer

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.

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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