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 credentials.
- How to use: VieFund is a system that allows financial advisors to view client funds and, more importantly, to verify the commissions that have been paid by insurers for the investments you have made for your clients.
6.2. Description of the use of VieFund
VieFund is the essential tool for the financial monitoring of your practice and your clients. It gives you an overview of the commissions paid by insurers and the performance of your clients’ investments. Its main function is to allow you to verify your income and ensure that you receive the correct amount for the work you do. As the back office, AgenZ takes care of importing all insurers’ commission and investment data to VieFund, giving you a one-stop-shop for this critical information.
6.3. Why use VieFund?
VieFund is essential for running your business. As a self-employed financial advisor, tracking your income is paramount. The platform gives you a clear and organized view of the commissions owed to you and paid. In addition, it allows you to track the value of your clients’ investment funds, which is crucial for tracking their financial performance and planning for their future goals. It is your portfolio reconciliation and monitoring tool.
6.4. How to use VieFund?
By logging into VieFund via the AgenZ portal, you have access to a user-friendly interface that allows you to navigate between consulting your commissions and consulting your clients’ funds. For commissions, you can generate detailed reports by period, insurer or customer. This makes it easy to check whether a commission is missing or whether it is in line with what was agreed. For client funds, you can search for a client by name and view the value of their funds, their investment transaction history and the performance of their investments.
6.5. When to use VieFund?
Using VieFund should be part of your practice management routine.
- Concrete examples:
- Commission reconciliation: At the end of each month, you use VieFund to reconcile the commissions that have been deposited into your bank account with the platform’s detailed reports. This ensures that nothing has been missed.
- Client portfolio monitoring: Before a meeting with a client, you can use VieFund to check the current value of their investment funds and prepare a performance report.
- Investment transaction verification: After a client has made a new investment, you can check in VieFund that the transaction has been recorded and that the funds have been allocated correctly.
6.6. For whom?
VieFund is a tool exclusively for financial advisors, and it is the main system that gives you a view of the financial aspect of your professional activity, both in terms of your income and your clients’ investments. It is a tool that allows you to take control of the performance of your practice and the satisfaction of your clients.
