Private Client Portal
From Intake to Insight, in One Portal.
Secure workspace for tax planning, business strategy, and trust administration — managed by your private FinHub team.
Portal Roles
Admin • Manager • Employee • Client
Modules
Tax Strategist • Biz Planner • PFH Library
Security
Role-based access & audit logs
Trust Vault
Admin-only private document vault
© 2025 FinHub Portal • Secure private client infrastructure.
Sign in to FinHub Angelina DB
Use your FinHub email and password. Your view will adapt based on your role.
Role-based access is enforced. Need help? Contact Admin.