Stop treating your portal like a junk drawer.
Most client portals are passive dumping grounds. Clients upload messy, unnamed files ("Document(1).pdf") that you have to manually open, rename, and file away. We streamline the intake so you can focus on financial planning.
- 01 Advisor creates a shared client folder and "invites" their client manually.
- 02 Client struggles to find the signup email so you re-send it.
- 03 Client uploads a variety of "document(1).pdf" uploads.
- 04 You download, rename, and manually type data into Excel and your planning software.
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No-Login Upload
Client clicks one secure link in your email signature. No passwords to forget.
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Auto-Categorized & Analyzed
We rename the files, extract the data, and securely transfer it to your firm's storage.
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No-Extra Login For Advisors
File syncs automatically with your Google Drive or Sharepoint App.
The "Push-Only" Advantage
Traditional portals create unnecessary friction for both you and your clients. By switching to a "Push-Only" model, we eliminate the headache of managing credentials while massively upgrading your workflow.
With Fin Pods Vault:
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Easier for your clients: They simply upload via a secure link. There is no client website to build, and no user accounts to create or manage.
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Zero advisor friction: There is no extra portal you need to log into just to retrieve a file. We transfer uploads directly to your Google Drive or SharePoint automatically.
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Secure one-way street: Because clients only "push" data in, hackers cannot log in to "pull" historical data out—even if a client's email is compromised.
Compliance Ready.
Built to satisfy modern SEC requirements and protect your firm from widespread liability.
Made for S-P Compliance
Stop firm-wide panic. Our meticulous access logging ensures that if your credentials are compromised, you know exactly which specific files were viewed—so you only notify the affected clients. This targeted audit trail provides the instant forensic clarity you need to meet the SEC's strict 3-day breach notification deadlines.
Custom Branding
Your clients see your logo and your colors. Maintain professional trust and a seamless brand experience from the first click all the way through to a successful upload.
Zero-Access Architecture
The vault operates as a highly secure tunnel. Fin Pods supports Zero-Access encryption, meaning our file sharing can be configured completely blind to your clients' sensitive files.
The Zero-Access encryption we use is NSA Top Clearance grade and Post- Quantum secure.