FinTrust Creations

back office: local storage: 61-back office: local storage: Master copy: final: FinTrust Mini Back Office

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👋 Welcome to FinTrust Back Office

This back office application stores all client and investment data locally on your device using secure browser storage. No cloud sync. No third-party servers. Your data stays fully under your control.

⚡ Quick Actions

📌 What You Can Do Here

✔ Maintain complete client records

✔ Track SIP, Lumpsum & SWP investments

✔ View consolidated client portfolios

✔ AMC-wise & Scheme-wise summaries

✔ Generate printable investment backups

✔ All data is saved locally in your browser and remains accessible even after closing the app.

🔒 How Local Storage Works

• Data is saved only on this device

• No automatic online synchronization

• No external database or cloud access

• Faster access and instant loading

• Ideal for personal back-office and field usage

⚠️ Important: Clearing browser data or changing devices will remove local records unless you export backups.

💡 Tips

• Use Reports tab to send statements via WhatsApp or Email.

• Export data regularly for safety

• Use the same browser & device for continuity

• Best suited for personal distributor back-office usage

• Optimized for mobile & PWA-style usage

📁 Take periodic printable backups

📁 Store PDF backups securely

📁 Use one device as primary back-office

🏠 Home 👥 Clients 💼 Invest 📊 Reports ⚙️ Settings