On this page you will find answers to several cases you might run into using Finstack. Always feel free to reach out to [email protected] for additional questions.

Finstack partners

Finstack users have access to a network of experienced financial professionals that can take care of any challenges arising from their administration. Please reach out to [email protected] to get an introduction to one of our partners, such as Greyt.

Frequently asked questions

• Reporting: why am I not seeing the right numbers?
• Reporting: why is a specific page not working for me?
• Correctness: am I seeing the correct numbers?
• Sources: ****why is my data outdated?
• Sources: why are some entities missing?
• Sources: I need help with my Excel / CSV upload
• Email: why is my team not receiving emails from Finstack?
• IC Eliminations: are my IC Eliminations correct?
• Setup: access rights
• Product: any ideas for new features?
• Commercial: when does my trial end?