Author page: Groupe Financier Signature

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…

Here is the step-by-step procedure for updating your user settings in VieFund, based on the instructions in the video. Objective Keeping your personal, business, and regulatory information up to date…

Objective Successfully log in to the VieFund platform for the first time as an advisor and know how to change your security credentials. Prerequisites Your login credentials (Username and Password).…