The finPOWER Connect Portals Add-On enables custom web Portals to be created.

Portals are designed within finPOWER Connect and then used either internally (within finPOWER Connect) or, more importantly, externally via a web browser (using the finPOWER Connect Web Services). They can also be installed to the user’s desktop as a Progressive Web Application (PWA).

Examples of what Portals may be used for are:

• Client Portal
  • E.g., Clients can access the Portal via a Web Browser and view a list of their Accounts.
  The Client Connect Web Sample Portal is an example of this type of Portal.
• Dealer/ Broker/ Agent Portal
  • External Party Users can sign in, add Account Applications and view their Tasks.
  NOTE: It is strongly recommended that you consider finPOWER Connect Cloud before embarking on creating a Portal that targets finPOWER Connect Users.
• Public Loan Application Portal
  • Typically, a Loan Application form can be implemented as an HTML Widget.
  However, using a Portal to provide this functionality may be advantageous in certain situations.

Hosting Portals

• finPOWER Connect Web Services and the corresponding SQL-Server database are hosted by the customer, thereby giving total data isolation and giving the customer ownership of their own data
• See finPOWER Connect Web Services Requirements for more information on requirements