Here is the procedure for getting started with Equisoft's Centralize platform, structured to allow you to efficiently navigate your advisor data.
Objective
Connect to the platform and understand the organization…
Groupe Financier Signature
Hello, everyone,
The Top 50 results are now available in the GFS dashboard, in the Contests section. 🎉Congratulations to everyone! 🏆 Current top 3:
1️⃣ Evan Juteau Lapierre…
Here's a step-by-step procedure for using VieFund's financial calculators, a strategic tool to illustrate your clients' financial planning needs.
Objective
Conduct interactive simulations to help the client visualize the sustainability…
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 transparency on investments.
Objective
To allow…
Here is the detailed procedure for using the interface by the end user, including secure messaging and profile management.
Objective
To allow the customer to communicate securely with their advisor,…
Here is the detailed procedure to accompany the customer when he first connects to his personal VieFund space, in accordance with your formatting instructions.
Objective
Guide the customer in activating…
Here is the complete procedure for authorizing your clients to access their web portal in VieFund, based on the instructions in the video.
Objective
Allowing a customer to consult all…
Here is a detailed procedure for viewing and analyzing assets under management (ASA/AUM) in VieFund, based on the instructions in the video.
Objective
Extract and analyze data related to an…