VFD Pro Free Trials
The Free Trial period lasts for 14 days and carries no financial commitment. You will be be able to load up to 20 clients into your portal.
The free trial period lasts for 14 days and carries no financial commitment. You will be able to load up to 20 clients into your portal so you can understand the full potential of VFD Pro. Once you have loaded clients one of the team will be in contact to review the reporting output and introduce you to the online analytical dashboard.
If you want to create a plan from opening balances alone then the best model to use is the Universal Funding Proposal Model. The only difference between this model and the others is that you need to manually enter your base data.
To access the Universal Model you will need to download it from the Demo Client which you can access via your portal. The Demo client is listed at the top of your portal on a grey background.
There are guidance notes on the first tab which provide details on how to populate the model.