Log in to your VFD Pro Portal
Accessing Your CORE Insights Dashboard
Your VFD Pro portal is where you’ll manage your Portfolio Review.
From here you’ll be able to:
- Connect clients
- Review portfolio insights
- Access Business Overview Reports
- Monitor opportunities across your client base
Action Required
If you have not yet received your login details, please contact the team.
Key Outcome
Successfully access your VFD Pro account.
For Accountants and Advisers
You can brand your VFD Pro portal ensuring clients (and prospects) see everything through your practice’s brand.
When you set up your Portal, you can:
- Add your logo, colour scheme, and contact details.
- Ensure all system emails (including password resets) come from you, not VFD.
- Give clients a seamless, professional experience when they log in to connect or view reports.
👉 This feature is available on the Virtual Finance Director and Exit Success Plans. See plan options ›