Everything you need to explore the prototype
This is a visual prototype for demonstration and feedback purposes. All data shown is sample data, navigation is fully functional but actions do not persist. No real financial data is processed or stored.
The finAdvysor prototype is available on the following platforms:
Use any of the following accounts to log in. Each role provides a different view of the platform with role-specific dashboards and features.
| Role | Password | Description | |
|---|---|---|---|
| Master | master@finadvysor.tech |
demo |
Platform super admin with full system access |
| Subscriber | neba-admin@finadvysor.tech |
demo |
IFA firm admin managing agents and operations |
| Agent | adviser-james@finadvysor.tech |
demo |
Individual financial adviser with client portfolio |
| Client | client-sarah@finadvysor.tech |
demo |
End investor with portal access to view holdings |
You do not need to log out and back in to switch roles. The app bar contains a role switcher chip that lets you instantly change perspectives.
Click any role chip to instantly switch. The navigation, dashboard, and available features will update to reflect that role's perspective.
Each role has specific features and views. Here is what to focus on when testing each perspective:
Your feedback is invaluable for shaping the platform. Here is how to submit it:
/issue/issue command in Telegram followed by a description. Example: /issue The commission chart on the agent dashboard does not show the correct months
/comment/comment command. Example: /comment It would be great to have a quick-add client button on the dashboard