Omega Point

Having issues connecting to OP UI or API? This step-by-step troubleshooting guide walks through how to verify your connection to OP.

Connectivity Troubleshooting

Edgar Nuñez

Additional Support

A secure workflow to change the password used to access Omega Point (for non-SSO customers).

How to Reset Password in OP

Providing added security to all accounts through strong password enforcement and optional 2FA / MFA support

Member Access

Enabling an IP Access List for an account, typically managed by IT Staff

IP Restrictions

Step-by-step instructions to activate Okta SSO to access Omega Point

Okta SSO Integration

Account Security

How an equity PM can achieve 4% outperformance using Qi Macro Factor Sensitivities

Taking action on Qi Macro factor sensitivities

Integrating with Eze

PingIdentity SSO Integration

A file delivery guide for sending intraday file updates via SFTP

Providing Intraday Data via SFTP

Integration Guides

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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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.