FinBook
FinBook is a desktop app for Financial Assistant (FA) to manage their client details and ensure that your data is secured. With FinBook, you can set a unique password, manage and view client’s details, meetings and portfolio as well as many other features to make your daily workflow much more efficient!
FinBook is optimized for use via a Command Line Interface (CLI), which means most of our commands are done by typing. If you can type fast, managing your clients will be a breeze with FinBook. Can’t type fast? Don’t worry! Our Graphical User Interface (GUI) will help you slowly adjust to using our CLI.
- If you are interested in using FinBook, head over to the Quick Start section of the User Guide.
- If you are interested about developing FinBook, the Developer Guide is a good place to start.
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