Why managing filings in
sheets is killing your margin
Legacy processes take hours. VibTrack takes seconds. Our platform is built specifically for the needs of high-volume providers.
Filing Deadlines
Automated tracking of every client's SOI due date with 90, 60, and 30-day alerts.
Client Self-Service
A white-labeled portal where clients enter details and sign authorizations online.
Portfolio Analytics
Visualize your entire client base. Identify missing information and pending signatures instantly.
Smart Reminders
Intelligent email and SMS follow-ups that stop automatically once common tasks are done.
Bulk Processing
Upload thousands of clients via CSV and generate filing batches in one click.
Stripe Integration
Collect filing fees upfront or manage recurring FIRM subscriptions with ease.
From chaos to
complete automation
Import Portfolio
Drop your client spreadsheet into our secure importer. We validate all entries and import all your existing and new clients on our system.
Automated Outreach
VibTrack sends personalized magic links to your clients. No passwords, no friction. Just a secure form to confirm their data.
Review & File
Your dashboard shows exactly who is ready. Review confirmed data and push to SOS in batches or individually.
Simple, transparent pricing
Choose the plan that fits your firm's volume. All plans include automated reminders and secure storage.
Standard
- Up to 750 clients
- Automated email reminders
- Core workflow Dashboard
- CSV Import for client data
- Secure client portal
- Email support