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The Accounts section in the Midaz module allows you to manage all account-related entities in your financial system. Here you can create and configure Accounts, register Holders, set up Aliases, organize Segments, and group accounts into Portfolios.

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Manage Accounts

Create and configure the accounts that hold and move assets within your ledgers.

Manage Holders

Register the individuals or entities that own accounts in your system.

Manage Aliases

Set up friendly identifiers that map to specific accounts.

Manage Segments

Organize accounts into logical groupings for reporting and control.

Manage Portfolios

Group accounts into portfolios for consolidated management.