01What is Finger Manager
Finger Manager is the management-side product in the Finger Grid ecosystem. It gives broker operations, IB network, trading operations, customer service, risk, and compliance teams a unified enterprise operations workspace.
- Management-side product in Finger Grid
- Unified enterprise operations workspace
- Designed to complement existing systems
02Product positioning
Finger Manager is enterprise operations management software for internal teams. It is not a trading front end and does not provide regulated financial services.
- Unify internal operating workflows
- Coordinate teams in one system
- Give management visibility into progress
- Reduce manual communication
- Preserve operation records and audit trails
03Relationship with Finger Grid
Finger Grid is the broader infrastructure ecosystem. Finger Manager is the management product and operations workspace inside that ecosystem.
- Finger Grid is the ecosystem and infrastructure layer
- Finger Manager is the management workspace
- The Module Store adds extensible business modules
- APIs and integrations connect existing systems
04Problems Finger Manager solves
Brokerage, IB, and trading operations teams often manage customer information, reviews, tasks, risk alerts, and reports across disconnected tools. Finger Manager gives those activities a shared operating layer.
- Scattered information
- Unclear processes
- Inefficient collaboration
- Difficult operation tracking
- Limited mobile operations
05Core capabilities
Finger Manager combines customer management, onboarding review, payment workflow review, trading operations support, risk and compliance collaboration, reporting, audit, and mobile access.
- Customer management
- KYC and onboarding management
- Payment workflow review
- Trading operations support
- Risk and compliance collaboration
- Reports and audit
- Mobile app
06Applicable teams
Finger Manager is designed for enterprise teams that run customer, operational, review, risk, and implementation workflows.
- Broker operations teams
- IB network management teams
- Trading operations teams
- Customer service teams
- KYC review teams
- Payment review teams
- Risk and compliance teams
- Management
- IT and implementation teams
07Usage model
Finger Manager can sit above existing systems as an operations management layer. It can also work with Finger Trader, MT4/MT5, internal back offices, CRM systems, KYC services, payment systems, or external APIs.
- Use Finger Manager independently for operations workflows
- Use it with Finger Trader
- Use it with MT4/MT5
- Connect it with existing back-office or CRM systems
- Integrate external services through APIs
08Product boundary
Finger Manager only provides software tools and technical services. Customers should decide how to use it according to their own business, local laws, regulatory requirements, and internal policies.
- No brokerage service
- No investment advice
- No asset management
- No custody
- No payment processing
- No trade matching
- No exchange operation
- No financial product sales to end investors
09Related documentation
After understanding product concepts, continue with workflow structure and role model documentation to plan how teams will operate Finger Manager.