Viewpoint Financial Manager (FM)

Author: Eric Vasbinder

All components of Financial Manager were moved into End of Life status as of 31 December 2019. Financial Manager, as a financial reporting tool, has been superseded by Viewpoint Analytics and our partnerships with Insight Software (formerly, Global Software) and Prophix.

• • Insight makes a solution called Spreadsheet Server, of which you’ve probably heard. ISS provides customers with financial reporting, delivered through an easy to use plug-in to Excel.

  • Prophix provides a server-side web-based financial reporting solution that directly integrates into our environment in the cloud and does not require a VPN to function. Prophix can be used through any modern web browser, but does require that a separate server in our cloud be purchased to host the Prophix agent.

To make this work, you will need to ensure that you have either: licenses for Spreadsheet Server and a VPN to connect ISS to Vista in our cloud OR Prophix accounts and a separate server purchased.

Please note that the EOL of Financial Manager is something that would have happened regardless of any move to the cloud. The only way that a customer can continue to use FM at this point is to remain on older versions of Vista that themselves are no longer supported. In addition, FM will not be supported on newer SQL server versions.

Financial Manager will NOT be installed or connected to any customers in our hosted cloud. Customers who have existing Financial Manager installations MUST migrate to either Viewpoint Analytics or some other third-party financial reporting tool (e.g. Prophix and Insight Spreadsheet Server) ASAP.