Community

08. Create a report for a client – portfolio list Here is the detailed procedure for generating and interpreting the list of transactions in VieFund, respecting the requested […]

07. Create a client report – portfolio performance Here is the step-by-step procedure for producing and interpreting the portfolio performance report in VieFund, respecting your formatting […]

06. Create a report for the client – summary by supplier Objective Generate a structured report to visualize a customer’s assets grouped by financial institution (vendor), making it easier to understand […]

05. Create a report for the client – Investment returns Objective Generate a detailed report to analyze the performance of accounts (RRSP, TFSA, etc.), visualize dollar earnings and calculate personalized […]

04. Create a report for the client – portfolio statement Here is the procedure to generate the portfolio statement with charts in VieFund, a more visual and analytical report for your […]

03. Create a report for the client – general statement Objective Produce a general statement of account summarizing all of a client’s assets, regardless of the financial institutions (Equitable, Manulife, […]

02. Update of financial advisors personal information Here is the step-by-step procedure for updating your user settings in VieFund, based on the instructions in the video. Objective Keeping your […]