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 VieFund.
Objective
Use VieFund's…
Groupe Financier Signature
Here is the detailed procedure for generating and interpreting an annual review report for your clients in VieFund, respecting the requested formatting.
Objective
Produce a comprehensive report illustrating the overall…
Here is the detailed procedure for generating and interpreting the list of transactions in VieFund, respecting the requested formatting.
Objective
Generate a complete and chronological history of all movements made…
Here is the step-by-step procedure for producing and interpreting the portfolio performance report in VieFund, respecting your formatting preferences.
Objective
Generate an in-depth analysis of investment performance, including the comparison…
Objective
Generate a structured report to visualize a customer's assets grouped by financial institution (vendor), making it easier to understand investments across multiple entities.
Prerequisites
Be logged in to your…
Objective
Generate a detailed report to analyze the performance of accounts (RRSP, TFSA, etc.), visualize dollar earnings and calculate personalized rates of return over specific periods.
Prerequisites
Be logged in…
Here is the procedure to generate the portfolio statement with charts in VieFund, a more visual and analytical report for your clients.
Objective
Produce an enriched investment report that combines…
Objective
Produce a general statement of account summarizing all of a client's assets, regardless of the financial institutions (Equitable, Manulife, Assumption, etc.), in order to provide them with a complete…