Account


FinPricing offers:

Four user interfaces:

  • Data API.
  • Excel Add-ins.
  • Model Analytic API.
  • GUI APP.
View:

Account Management


A back office solution plays administration and supporting roles. In general, it is not client-facing. The main functions of back office operation are 1) Account Management, 2) Booking Management, 3) Trade Settlement, 4) Clearing, 5) Payment, and 6) Accounting. This section performs important operational activities such as trade capture, trade execution, trade settlement and regulatory reporting.

FinPricing delivers financial service software, system and solution to our clients in capital markets, which is truly cross-asset front-to-back. Our software technology has been designed to meet the demands of market participants of all levels. We offer extensive product coverage for both the buy-side and the sell-side of the market.


How does FinPricing manage user accounts?


How does FinPricing manage licenses?

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How to change password?
  • Click the BackOffice tab at the top-left corner of the application. Expend BackOffice -> AccountDetails -> ChangePassword. Then click the Load button
Change password in FinPricing

  • A change-password form is displayed in the main window. Input the Old Password and the New Password (including a re-enter) and then click the Save button. 
Change password form in FinPricing

  • If you input everything correctly, a password changing ok message box pops up. That means you have successfully change the password. 
Password change ok in FinPricing
How to update your account?
  • Click the BackOffice tab at the top-left corner of the application. Expend BackOffice -> AccountDetails -> UpdateAccount. Then click the Load button. Your account information is displayed in the main window. Make any necessary changes and click the Save button. 
Update account details in FinPricing

  • An OK message box pops up. That means you have successfully update your account information. 
Account update ok in FinPricing Where to get license information?
  • Click the BackOffice tab at the top-left corner of the application. Expend BackOffice -> License -> LicenseDetails. Then click the Load button. The detailed license information is displayed in the main window, including license fee and license period. The information is read-only. 
View license details in FinPricing
  • Click the BackOffice tab at the top-left corner of the application. Then, expend BackOffice -> License -> LicenseStatus. Then click the Load button. Your license status information is displayed in the main window. The information is read-only. If you want to change your license status, go to here 
User license details in FinPricing How to purchase a license?
  • Click the BackOffice tab at the top-left corner of the application. Expend BackOffice -> License -> PurchaseLicense. Then click the Load button. A license purchasing page is shown in the main window. Click the BuyNow button. 
How to purchage or renew license in FinPricing
  • A PayPal login page is loaded in the main window. From now on, it is between you and PayPal. After logging in PayPal, follow the on-screen instructions to make payment. Your account and license status will be updated instantaneously. Then you can access all the FinPricing features for the license period.
PayPal login windows
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