📹 Video Tutorials

New Features

• Current Account Integration
• New Features - April 2026

Organisational structure

• The concept of families

Finticx - The Basics

• Navigating through Finticx
• Access Management
• Logo & Corporate Colors
• Table Functionalities
• Customizable Dropdowns
• Allocations

Managing Assets

• Cash & Equivalents - Current Accounts, Term Deposits & Savings
• Bank Portfolio - Portfolio Reporting Without Instrument Details
• Real Estate - Property Setup, Rental Forecasting & Transactions
• Private Funds - Commitments, Cash Flows & Forecasting
• Direct Participations - Listed & Unlisted Equity Investments
• Borrowings & Lendings - Loan Setup & Repayment Import

See all 7 articles

Reporting

• Dashboard - Navigating through the Reports
• Dashboard - The Slicer Panel

General Features

• Benchmarking
• Strategic Allocation

Bank Integrations

• Current Account Integration