vPortal Access

If you do not have access to vPortal, please ask your firm’s Administrator to grant you access using these instructions (vPortal Quick Tip #1). Client Success is not able to grant users access to vPortal.

Browser Refresh Tip

  • Your browser should automatically display our latest version. However, some users must “force refresh” their browser in order to see the new release.
  • If you do not see a feature listed in the Release Notes, follow instructions for How to Refresh Your Browser Cache.

Nightly Job Process

  • Users will be kicked out of the system before the nightly job process begins.
  • If you are in the system just prior to the beginning of the overnight process, you will see a countdown warning to log out.

Dedicated Analytics Support

  • If your firm has questions, please have a Support Coordinator submit a new support request through vPortal.
  • Support Coordinators should submit a New Support Request through the vPortal.
    • Select vExchange for the product, regardless of the business adapter (CMvX, YGC, or vExchange Native).
    • When you select vExchange, the Version field is no longer required.

September 4, 2024 – Kiwi

June 20, 2024 – Jay

April 24, 2024 – Ibis

February 29, 2024 – Hawk

January 18, 2024 – Gull

November 28, 2023 – Falcon

October 3, 2023 – Emu

July 20, 2023 – Condor

May 22, 2023 – Blue Jay

April 20, 2023 – Aviary

March 23, 2023 – Zeta

February 16, 2023 – Yildun

December 15, 2022 – Xerxes

November 17, 2022 – Webb

October 13, 2022 – Venus

September 8, 2022 – Ursa

July 28, 2022 – Taurus

July 7, 2022 – Serpens

May 26, 2022 – Rigel

April 27, 2022 – Quasar

March 16, 2022 – Protostar

January 27, 2022 – Orion

December 15, 2021 – Neptune

September 30, 2021 – Leo