Get started with SDK.finance PaaS version

We highly recommend that your team should explore the Knowledge base and APIs, matche them with your requirements and present us with your findings to fill the gaps.

Once you’ve decided to use the SDK.finance, find below an overview of the steps to take.

Read and accept the terms and conditions

To start, read and accept the terms and conditions of our collaboration, including data security, service-level commitments, and support guarantees. Feel free to review all legal documents at your convenience.

Pay the setup fee

We will send you the link to pay the upfront one-time setup fee covering the cost of configuring the SDK.finance application instance for your business and connecting it to the databases. 

Please note that this fee is non-refundable. Check out the pricing page for details.

Application setup 

After you sign the agreement and pay the setup fee, our experts will set up your DEV instance. A Customer Success Manager assigned to you will notify you once the instance is ready to go. They will be there to address your questions and requests.

Going live

When you are ready to go live, we will set up and configure two new environments – Staging and Production – on AWS, connecting your databases hosted on your AWS account. From this point on, we will have no access to your databases. It means, only you will control your users’ sensitive data.

Next, we will migrate the DEV instance to the Staging environment and once everything is tested and prepared, you can go to production on your Production environment. The Staging environment will remain for further updates, testing and additional development.