Secure client access
Use the system built for the information.
Choose the workflow you already use. Each button opens a separately operated secure destination. If you have not received an invitation or are unsure which system applies, contact SFF before uploading.
Financial dashboard
Access the dashboard used for your organized financial picture.
Open secure login ↗02Drake PortalsTax documents & workflow
Use the branded portal link from your SFF invitation to upload tax documents, complete organizers, and exchange messages.
Open Drake Portals ↗03VanillaEstate information
Review and organize estate information, family details, documents, and planning inputs.
Open Vanilla login ↗04Microsoft 365Requested document exchange
Use only when SFF has directed you to exchange a particular document through Microsoft.
Open secure destination ↗Do not guess and do not email it. Call (330) 222-3393 or send a non-sensitive question to Info@semperfi.financial.