KFG Client Center
The Client Center is KFG's own secure digital platform which allows you to share and edit your financial documents easily, update your personal information, keep track of meetings, and so much more. The result is efficient, confidential collaboration—anytime, anywhere.
*This login link is for those already registered for the site. If you are trying to access the Client Center for the first time, contact our team for a registration link that is unique to you.
Using your own WealthVision360 website, you have 24/7 access to all of your financial information through one secure, interactive portal. That means you can stay connected to your information from any mobile device, anywhere you are—and we can stay more connected than ever before.
You can also use WealthVision360 as your own “digital wallet” to safeguard your most important personal documents, such as passports, wills, deeds, tax files, and other legal documents. The platform’s interactive planning tools help streamline collaboration so our entire team can work more effectively toward your planning goals.