Enhanced Client Portal Features Rolling Out This Month

Improved Client Portal

We continue to enhance our digital client experience with new features rolling out to the VaFin360 client portal throughout this month.

Secure Document Vault

Upload, store, and access important financial documents securely in your personal document vault. All documents are encrypted and backed up for maximum security.

Direct Messaging

Communicate securely with your advisory team through encrypted messaging. Ask questions, share information, and receive responses directly in the portal.

Appointment Scheduling

View your advisor's availability and schedule meetings directly through the portal, with automatic calendar integration and reminder notifications.

Mobile Accessibility

All new features are fully accessible through our mobile apps for iOS and Android, ensuring you can manage your financial life on the go.