GFS general tools
1. Introduction
Welcome to this course on the systems and actors that support your work as a self-employed financial advisor within Signature…
2. The actors and their roles
2.1. Signature Financial Group (SFG)
Website: https://gfsignature.com/
Role: SFG is your MGA. This is the banner under which you work.…
3. Zendesk tool for ticketing management
3.1. General
URL: https://gfsignaturesupport.zendesk.com/
Access: You access the ZenDesk platform using the URL above. Your login ID is provided by…
4. The Apexa platform for contracts
4.1 General
For any financial advisor affiliated with Signature Financial Group (SFG), the Apexa platform (Business Experience Exchange Platform Agency) is…
5. The Centralize platform for insurances
5.1. General
URL: https://agenz-portal.centralize.equisoft.com/agenz/login.htm
Access: You connect to this platform via the AgenZ URL, with the credentials provided to you.…
6. The VieFund platform for investments
6.1. General
URL: https://www.viefund-agenz.ca/
Access: Just like Centralize, you access VieFund by logging in via the AgenZ URL with your…
7. Conclusion
We conclude this essential training on the Signature Financial Group (SFG) ecosystem. The goal was to equip you with a…