Our client area
In this section, you'll find quick access to the tools, platforms and websites relevant to the services you use.
Kinvault
Kinvault is a secure digital vault we can provide for you, giving you one place to store and organise your important financial and personal information. It helps you stay organised day-to-day, while also ensuring that, when it matters most, your family or trusted individuals can access the right information quickly and easily.
If you already have access, you can log in to your Kinvault below. If not, and you’d like to find out more, please speak to your adviser.
Factor Client Portal
Our dedicated Client Portal is part of the ongoing service we provide, giving clients a secure and convenient place to stay connected with their financial planning. It brings together important documents, reports and information shared by their Financial Planner, making it easier to stay organised, understand how their plans are progressing and access everything they need in one place.
Existing clients can log in below.
If you are new to Factor and would like to start a conversation about becoming a client, you can register your interest and tell us a little about how we may be able to help.