Frequently Asked Questions

FinanceFirst is a client portal and investment tracking platform designed for financial advisors. It helps you manage client profiles, track portfolios, set goals, and organize tasks all in one place.

Yes! This is a demo prototype with browser-based storage. All features are completely free. Your data stays in your browser and never leaves your device.

Simply click 'Try Demo Account' on the login page to instantly access a pre-populated demo with sample clients and data. You can also sign up for your own account to start from scratch.

All data is stored locally in your browser using IndexedDB. No data is sent to external servers. This means your data is completely private, but only accessible from the browser where you created it.

Yes! You can export all your data as a JSON file from the Settings page. You can also import previously exported data to restore your information.

Your data never leaves your browser. All authentication happens client-side with hashed passwords. However, this is a prototype for demonstration purposes only and should not be used for real financial data.

No, since data is stored in your browser's local storage, it's only available on the device and browser where you created it. Cloud sync is a planned feature for future paid plans.

The demo includes client management, portfolio tracking, account management, transaction recording, goal planning, task management, and basic reporting features.

This is a prototype for demonstration purposes only. We recommend using sample/demo data only. Do not input real sensitive financial information.

FinanceFirst works on all modern browsers (Chrome, Firefox, Safari, Edge) that support IndexedDB and modern JavaScript features. We recommend using the latest version of your preferred browser.

The current version is responsive and works on mobile browsers. A dedicated mobile app is planned for future releases.

Yes! You can switch between different themes in the Settings page. More theme customization options are planned for future updates.

If you clear your browser's cache and local storage, all your FinanceFirst data will be permanently deleted. Make sure to export your data regularly as a backup.

Go to Settings > Data Management and click 'Reset All Data'. This will permanently delete all clients, accounts, and other data from your browser.

This is a demo prototype. For questions or issues, you can refer to the documentation or contact us through our GitHub repository.