Getting started
Join your firm or business on Valuation Vitals
Valuation Vitals is invite-only today. Your advisor or firm admin sends an email invite; you accept it, set a password, and sign in.
- Check your inbox for an invite from Valuation Vitals or your advisor. The link opens a secure accept-invite page.
- Set your password (or continue with a supported sign-in method if offered on the invite).
- Sign in at the login page. On first sign-in you accept the Terms and Conditions and Privacy Policy, then you land on the workspace that matches your role: firm tools for advisors and admins, dashboard or settings for owners.