Open Banking

Need to know about Open Banking? This article is a good start in appreciating the changes Open Banking is likely to bring to the industry. finPOWER will be at the fore of any changes and will ensure you are kept abreast of the changes.   1. What is open banking?If you...

Client Type Change

The Client Type Change wizard allows a Client that has been added with the incorrect Client Type to be changed. I.e. from Individual Client to an Organisation Client. The Client Type cannot be changed if the client is a Special Client i.e. linked to a Branch or...

Combining Client Records

The Combine Clients wizard allows one Client to be merged into another typically where a Client has been accidentally duplicated.From the ‘Client’ menu, select ‘Combine Client’. Select the main client to merge another client intoTick the...

User Administration in finPOWER Connect Cloud

finPOWER Connect Cloud has the ability to add and edit Users.This includes re-enabling locked out Users and duplicating an existing User to create a new User.The online demo lets you check out the latest build of finPOWER Connect Cloud.This is regularly updated to...