FinAssist: How to save a company and deliver a brief

FinAssist is a discovery platform giving you background on companies for research, sales and general information purposes.

Let’s get you started.

1. Add companies to your dashboard

FinAssist works by letting you save companies to your dashboard as you read about them.

Tap HW Media here to add your first company to your dashboard.


2. Check your email

You have successfully added a company to your dashboard! Check your inbox for a PDF briefing you on the company’s basic information, web presence, and leadership.


3. Visit your My Companies dashboard

You can always re-visit the companies you’ve saved in your “My Companies” dashboard. Simply click “My Companies” in the header. From there, you can do the following:

  1. View your brief online
  2. Re-download a PDF version of your brief that was sent to your inbox.
  3. Visit the company’s website.
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Welcome to FinAssist

Go to your inbox and open 'Welcome to FinAssist, your company discovery platform' to get started. You may also skip your inbox and 'Start tutorial'.