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…
Groupe Financier Signature
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.
Use: Centralize is Equisoft’s insurance agency management and financial services…
4.1 General
For any financial advisor affiliated with Signature Financial Group (SFG), the Apexa platform (Business Experience Exchange Platform Agency) is the foundation of regulatory compliance. More than just an administrative…
3.1. General
URL: https://gfsignaturesupport.zendesk.com/
Access: You access the ZenDesk platform using the URL above. Your login ID is provided by SFG.
Use: Zendesk is a comprehensive communication and information platform,…
2.1. Signature Financial Group (SFG)
Website: https://gfsignature.com/
Role: SFG is your MGA. This is the banner under which you work. SFG provides you with the support you need to do…
Welcome to this course on the systems and actors that support your work as a self-employed financial advisor within Signature Financial Group (SFG). Our ecosystem of tools and partners is…
You have the keys in hand. This course was the first step. The next step is to start your training on the themes.
This system was designed with you in…
After viewing the conclusion, you will access the final section. It allows you to consolidate your learning.
The last two steps are:
Consult the summary of the course:
This written summary,…