Private Client Portal
Sign in to view the funding information your advisory team has shared.
Access is invitation-only. Need help? Email operations@4pillarfunding.com or call 518.520.4552.
Welcome back
Your shared funding information, documents, and service requests are in one secure place.
Funding at a glance
Loading shared funding details…
Documents & banking
Loading statement and bank connection status…
Your team
Assigned advisors are ready to help by secure message, scheduled call, or text.
How can we help?
Your request goes directly to your advisory team.
Funding overview
Completed funding shared for your business, presented in one consistent view.
Shared term sheets
Only active options your advisory team chose to share are listed.
Business profile
A concise view of public registration and UCC record information linked to your business.
Statement insights
A clean, high-level view of the business bank statements you shared.
Financial feedback
Request a human-reviewed summary of positive patterns, changes, and questions worth discussing from the statements you shared.
Your advisory team reviews this before sharing it. It is educational feedback, not legal, tax, or accounting advice.
Bank statements
Statement status is not currently shared.
Your advisory team
Direct contact information for the people supporting your business.
Text the 4 Pillar Funding team and we will route your message to the right person.
Message your advisory team
Use this secure conversation for questions, updates, or help from your advisors and authorized management.
Messages are shared with your assigned advisors and authorized management. Your team is notified by email and in the CRM.
For your security, sign-ins and portal activity are logged. All balances and payoff progress are internal estimates; contact your advisor for provider-confirmed information.