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Libraries allow teams to standardize their engagements firm-wide by setting the parameters for each type of analysis available in MindBridge, including account groupings, ratios, filters, and risk scores. New libraries must be created based on an existing library (i.e., a “base library”). When a base library is selected, its point-in-time settings and permissions are copied to the new library. The following system libraries can be selected as base libraries:
  • MindBridge for-profit
  • MindBridge not-for-profit
  • MindBridge not-for-profit with funds
  • MindBridge review