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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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 is a service specifically designed for Wealth Managers registered with ORIAS in France… With 

, we offer you the ability to invest your clients' funds in a wide range of assets, including

 platform… *Available in France only 
Once you’ve signed the contractual agreements for 

, submitted… Please contact us at support-team-

, SEPA direct debit allows funds needed for your Investment Plans to be automatically debited

resume a Plan, please refer to the following article: How to cancel, pause or resume a Plan on the 

Everything about Invetment Plans fees on the 

 platform… the fees associated with investments on 

, we are committed to ensuring transparency and clarity regarding

What are the fees for the Investment Plan on the 

Learn more about fee for ELTIF orders on the 

 platform… Transaction fee 
0.20% of the investment 
Mandatory service fee, charged by 

What are the fees for ELTIF orders on the 

All you need to know about creating an ELTIF order on the 

, click the “Invest” button, select One-off investment… Once this step is completed, they will receive a second email from Yousing (our partner) 

, you can seamlessly transfer an existing PEA (Plan d'Épargne… For detailed instructions, see our article: How to create and manage a Plan on the 

What are the steps to transfer a Client’s PEA to 

Learn more about required banking documents on the 

 platform… Please contact us at support-team-

What documents are accepted to verify my Client's bank account?

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