Take it for a Test Drive
The feedback from the early adopters of our new web-based client portal is extremely positive and constantly getting better as clients dig deeper into the site’s features. The hardest part of the whole process is getting an understanding of exactly what the system is and what it does. So we have created a sample set of data you can use to log in and experience the portal first hand.
Here are the instructions to take our site for a test drive:
1. Go to www.dvfin.com
2. Click red Client Login button in the upper right hand corner
3. From the login screen enter username DVsample and the password Just2Look Trial2014 (case sensitive)
if you are challenged with the security questions:
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- First School: hardknocks
- Favorite Color: black
- Fathers Middle Name: success
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4. This brings you to the Client Home page
Now you can go ahead and just look around and play!
Since this is a sample set, there are two key functions which are not enabled. First, there are no live data feeds (funny, we couldn’t get any outside companies to give us “sample” accounts to draw a live feed from). Because there is no live feed from a bank account or a credit card, there is nothing the system can draw from to analyze spending or budgeting so those functions are also disabled.
If you would like to do a telephone walk through of the sample data, just let us know. We would be happy to show you the entire portal.