Login In to your VFD Pro Portal
Your VFD Pro Portal is the hub of everything you’ll do with the platform. It’s where you log in, brand your reports, connect clients, and access the tools which will transform your client conversations.
In this module, we’ll guide you through the basics so you’re set up and ready to go.
Logging In to Your VFD Pro Portal
Your first step is to log in and personalise your Portal. This is where you’ll manage all your client connections and access the reports and models which bring the numbers to life.
To-do checklist (optional):
- Log in to your Portal using the link provided in your welcome email.
- Add your practice branding (logo, colour scheme, and contact details).
- Explore the dashboard to see where reports and models will appear.
👉 Tip: Bookmark your Portal login page for quick access.
Practice-Branded Portal
One of the biggest benefits of VFD Pro is that your 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 ›