TVG retainer clients have access to a private, secure advisory workspace — available between sessions, purpose-built for the kind of decisions that can't always wait for the next scheduled call.
CLIENT ADVISORY PORTAL
Every TVG retainer includes access to a private portal — advisory AI, curated resources, secure documents, and your full engagement history. Available between sessions, whenever you need it.
* Actual portal interface. Access requires an active TVG retainer. Features shown reflect the full portal roadmap. Current portal includes AI advisory chat and resource library. *
The TVG Client Advisory Portal is a secure, private workspace for active retainer clients. No public sign-up. No shared login. No ticket queue. When you're in the portal, you're in your advisor's workspace.
The TVG portal is private by design — not public-facing, not shared, and not a SaaS platform anyone can sign up for. Every session requires authenticator-based login. Every session expires. No passwords to compromise. If your email isn't on file, the door doesn't open. The security posture reflects what real advisory relationships require — not a generic product bolted onto a mailing list.
Portal access is included in every TVG retainer tier — at no additional cost. It activates when your engagement begins. There is no trial version, no freemium tier, and no public sign-up.
Access exists because you have an advisor who knows your environment — not because you signed up for a platform.
Start with an honest 30-minute conversation. If there's a fit, your retainer activates the same week — and the portal is part of it from day one.