FinanceVine.us Client Portal – FinanceVine

Welcome to the FinanceVine Client Portal

Find all of the resources you need to be successful using our service

Consult The Knowledgebase

1. READ THIS FIRST - Important First Steps

Last Updated: 8 July 2025

2. Onboarding

Last Updated: 9 July 2025

3. Pre-Launch

Last Updated: 7 July 2025

4. The Leads' Journey

Last Updated: 7 July 2025

5. The Sales Pipeline

Last Updated: 10 July 2025

6. Tracking & Measuring ROI

Last Updated: 7 July 2025

7. CRM Best Practices

Last Updated: 21 July 2025

8. Calendar Best Practices

Last Updated: 7 July 2025

9. SMS and Email Messaging Standards

Last Updated: 7 July 2025

10. Sales & Marketing Concepts

Last Updated: 30 September 2025

11. Leveraging Ai 101

Last Updated: 21 August 2025

12. Referrals

Last Updated: 7 July 2025

13. Form Logic

Last Updated: 6 January 2026

14. Policies

Last Updated: 30 April 2025

Get Support

Need help with something?

Our support team is available to answer your questions and help you with any account related updates.

Submit a ticket below and we’ll get back to you within 24 hours during normal business hours: Monday – Friday from 9AM to 5PM ET.

Manage Account

Self-Service Account Management

Visit your account page to manage your subscription, update payment methods, view past orders and retrieve receipts, manage your account details, and more.