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Client Advisory Portal  |  Exclusively for TVG Retainer Clients

Your advisory relationship
doesn't end between sessions.

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.

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CLIENT ADVISORY PORTAL

See what's inside our secure advisory workspace.

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.

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TVG THE VIRCIOS GROUP CLIENT ADVISORY PORTAL Secure session — expires in 7h 42m Ask Your Advisor Client Profile Contract Tracker Documents Resource Library CNChuck N.Executive Counsel TVG Advisory Assistant Responses reflect TVG advisory scope & methodology · Not a substitute for your advisor TVG ADVISORY ASSISTANT Good morning. Your next advisory session is Thursday at 2pm CT. What are you working through today? We have a vendor renewal coming up in 45 days — network provider, $180k contract. Should I renegotiate? 2:14 PM TVG ADVISORY ASSISTANT At 45 days you still have leverage — most providers get risk-averse inside 30. A few things to surface for Thursday: · Actual utilization vs. contracted capacity · Whether your SLA performance history gives you leverage · Whether a competing quote is worth pulling before the call Bring the contract to Thursday's session for a full review. Ask a question or describe what you're navigating... AI responses are advisory only. Final recommendations are made by your TVG advisor.

* 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. *

What It Is

A private workspace, not a help desk.

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.

What's Inside

Everything included in your retainer. In one place.

AI-Assisted Advisory Chat
Ask questions between sessions and get responses grounded in TVG's advisory approach — pre-configured with TVG's scope, methodology, and regulatory awareness. Available any time a question can't wait for the next call.
Advisory Resource Library
Curated evaluation frameworks, vendor assessment guides, and compliance-adjacent resources — organized by topic, available on demand.
Contract Renewal Management
Your vendor contracts tracked and monitored on your behalf. Automated renewal alerts at 90, 60, 30, and 7 days before expiration. When a vendor contact email is on file, TVG notifies them directly — keeping renewals on their radar before your window closes.
Secure, Session-Based Access
Authenticator-based login with no stored passwords and no email codes to intercept. Sign in with your email address and your authenticator app — nothing else. Sessions are time-limited and signed. Every session expires automatically after 8 hours.
Direct Advisor Communication
Raise questions, flag developments, or share context before your next call. Responses are subject to your tier's response time commitments — not a ticket queue.
A note on the AI advisory assistant
The AI advisory chat is a tool, not a replacement for your advisor. It's configured with TVG's scope and methodology and will flag when a question warrants a direct advisory session. It does not make final recommendations on vendor selection, contract terms, or compliance decisions — those stay with your advisor. Think of it as having the TVG perspective available at 11pm when something comes up that can't wait.
Security & Privacy

Private. Secure. Built for executives who do serious business.

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.

No Passwords. No Email Codes.
Once your authenticator app is set up, sign-in is your email address plus your authenticator code — nothing else. No stored password to compromise, no reset link to phish, no email code to intercept. Your authenticator is your key.
Rate-Limited Access
Authentication attempts are rate-limited per email address. Brute-force attacks against the authenticator are blocked automatically. Repeated failed attempts lock out access without exposing account status.
8-Hour Session Expiry
Sessions expire automatically after 8 hours. No indefinite login states, no cached access.
Allowlist-Only Access
Your email must be explicitly authorized before any authentication attempt succeeds. Public enumeration of active clients is not possible. Deactivated accounts are blocked immediately.
Two-Factor Authentication (MFA)
Every client login uses an authenticator app — Google Authenticator, Authy, or any TOTP-compatible app. Your authenticator code is the only thing that opens the portal. Setup takes 60 seconds and activates the first time you sign in.
How Access Works

Access is earned, not purchased separately.

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.

01
Start the Conversation
A 30-minute honest conversation about your environment. No pitch, no obligation.
02
Execute Your Retainer
Sign the Advisory Services Agreement and Retainer Addendum. Engagements are typically active the same week.
03
Portal Access Activated
TVG activates your access and sends a single welcome email with your portal link and MFA setup instructions. Scan once, sign in securely every time.
Retainer Clients Only

This workspace doesn't exist without the relationship.

Access exists because you have an advisor who knows your environment — not because you signed up for a platform.

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Common Questions

What clients ask about the portal.

Is the portal available on all retainer tiers?
Yes. Portal access is included in every retainer tier. The core experience is consistent; what varies is advisor response time, which mirrors your tier commitment.
What does the AI advisory assistant actually do?
Configured with TVG's advisory scope and methodology. Helps you think through decisions between sessions and flags when something needs your advisor directly. Does not make final vendor or compliance recommendations.
How secure is the data I share in the portal?
Authenticator-based login, allowlist-only access, rate-limited verification, and 8-hour session expiry. No passwords stored. No public access. Sensitive information is governed by the confidentiality terms of your Advisory Services Agreement.
What happens to portal access if I pause or end my retainer?
Portal access is tied to your active retainer. If your retainer is paused or terminated, access is deactivated. In-progress work is transitioned before deactivation.
Ready to Get Access

The conversation is free. The access follows.

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.

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