Getting Started with Finverity Platform
We are very excited to have you join the Finverity community. If you are new to the platform, use the resources below to quickly get started with the platform and learn about latest product changes.
Finverity Portals
Finverity platform provides tailor-made portals for different personas that participate in the financial facility. This knowledge base is structured around these portals and allows you to focus on the knowledge that is relevant to you.
Product tours
You can take the in-platform product tours to quickly get accustomed with the various features the platform has to offer. You can access these tours when you are logged in to the platform by clicking the Help & Support widget at the bottom right side of your screen and then selecting the Quickstart item.
Changelog
If you want to learn about the latest features we added to the platform, please refer to the changelog.
Related Articles
Understanding Key Platform Personas
Within the platform, all users and organisations belong to one of the following personas - Platform Administrator, Payer, Seller, Funder or Fund Manager. Platform administrator A platform administrator is the organisation that uses the FinverityOS ...
User Roles and Permissions
In this article we will present specific permissions with description that can be assigned to invited users. Every onboarded User in Finverity platform can invite their team members and assign them roles/permissions. The type of permission will be ...
Understanding Early Repayments
Flexible pricing (dynamic fees) on early repayment means that the Payer can take advantage of paying early and reducing fees in case the agreement and cash flow allows for that. If the payer pays earlier, the system recalculates the repayment amount ...
Understanding Discounting Types
The Finverity platform supports two discounting methods - present value discounting and straight discounting. The present value discounting is applied to all created by default and can be changed to straight discounting at any time by enabling the ...
Understanding Limit Types
The platform supports different types of limits. Platform Limit This limit is set by the platform admin. It is the maximum platform-wide exposure on a given obligor. As a platform admin, you can learn how to configure this limit here. Wallet Limit ...