Access Finpace
Finpace is a web app available for browsers, macOS, and Windows. You can access Finpace via desktop, browser, or mobile. For the best experience, we highly recommend using the desktop app.
Overview
Finpace is available as a desktop application, from the browser, and on mobile or tablets.
It is HIGHLY recommended that you use your desktop for the best experience.
Desktop Users
Finpace is available for macOS Intel, macOS Apple Silicon, and Windows. You can download the desktop app from finpace.app.
Benefits of using the desktop app:
- Native OS Notifications: Safari doesn’t support our PushAPI-based browser notifications, but the desktop app integrates with the native OS to deliver alerts. This is especially useful for Safari users.
- Always On: Finpace runs in the background, with the homepage promptly alerting you to any unread notifications.
Automatic updates
The desktop app automatically downloads and installs updates in the background, so you’re always using the latest version without any manual effort.
Browser Access
You can access the Finpace web app by logging in directly at finpace.app.
The web app provides almost all of the functionality available in the desktop app, including offline mode. Finpace works on most modern browsers, but we recommend using Chrome or Safari. We also strive to support other browsers like Firefox and Brave.
For Brave users, be sure to disable "Brave Shields" for the best experience with Finpace.
Mobile Users
Experience Finpace on your mobile device or tablet with our Progressive Web App (PWA). Simply sign in at finpace.app. The PWA is optimized for speed, with powerful sync capabilities between the client and advisor portals.
Real-Time Sync
Finpace automatically syncs changes in real-time across all devices, allowing for smooth collaboration between your team members. If changes cannot be sent to the backend due to a connectivity issue, the app will save changes locally and resend them when the connection is restored (e.g., when you regain internet access).
FAQs
The desktop app offers native OS notifications and seamless background updates. The web app provides nearly all the same functionality, including offline mode, but notifications may vary depending on your browser.
No, updates are automatically downloaded and installed in the background, ensuring you're always running the latest version of Finpace.
While Finpace works on most modern browsers, Chrome and Safari offer the best performance and compatibility for our web app. Some browsers, like Brave, may require additional settings changes for an optimal experience.
Finpace saves changes locally if you lose connectivity and automatically resyncs when the connection is restored. If syncing doesn't resume, make sure you're connected to the internet and restart the app if necessary.
While Finpace works on most modern browsers, Chrome and Safari offer the best performance and compatibility for our web app. Some browsers, like Brave, may require additional settings changes for an optimal experience.
