Community

23. Customer access to VieFund – 4. Funds Here is the step-by-step procedure for navigating and using the Portfolio tab of the VieFund Client Portal. This section is essential to provide full […]

22. Customer access to VieFund – 3. Settings Here is the detailed procedure for using the interface by the end user, including secure messaging and profile management. Objective To allow […]

21. Customer access to VieFund – 2. Customer's first login to VieFund Here is the detailed procedure to accompany the customer when he first connects to his personal VieFund space, in accordance with your formatting […]

20. Customer access to VieFund – 1. Share access Here is the complete procedure for authorizing your clients to access their web portal in VieFund, based on the instructions in the […]

13. Advisor's book Here is a detailed procedure for viewing and analyzing assets under management (ASA/AUM) in VieFund, based on the instructions in the […]

12. Customer details Here is a clear and structured procedure, based on the instructions in your SRT file, to help you navigate the detailed views of client records in […]

11. Quick Customer Report Here is the detailed procedure for generating and interpreting an annual review report for your clients in VieFund, respecting the requested […]