Viefund
01. VieFund login and password
Objective
Successfully log in to the VieFund platform for the first time as an advisor and know how to change…
02. Update of financial advisors personal information
Here is the step-by-step procedure for updating your user settings in VieFund, based on the instructions in the video.
Objective…
03. Create a report for the client – general statement
Objective
Produce a general statement of account summarizing all of a client's assets, regardless of the financial institutions (Equitable, Manulife,…
04. Create a report for the client – portfolio statement
Here is the procedure to generate the portfolio statement with charts in VieFund, a more visual and analytical report for…
05. Create a report for the client – Investment returns
Objective
Generate a detailed report to analyze the performance of accounts (RRSP, TFSA, etc.), visualize dollar earnings and calculate personalized…
06. Create a report for the client – summary by supplier
Objective
Generate a structured report to visualize a customer's assets grouped by financial institution (vendor), making it easier to understand…
07. Create a client report – portfolio performance
Here is the step-by-step procedure for producing and interpreting the portfolio performance report in VieFund, respecting your formatting preferences.
Objective…
08. Create a report for a client – portfolio list
Here is the detailed procedure for generating and interpreting the list of transactions in VieFund, respecting the requested formatting.
Objective…
11. Quick Customer Report
Here is the detailed procedure for generating and interpreting an annual review report for your clients in VieFund, respecting the…
12. Customer details
Here is a clear and structured procedure, based on the instructions in your SRT file, to help you navigate the…
13. Advisor’s book
Here is a detailed procedure for viewing and analyzing assets under management (ASA/AUM) in VieFund, based on the instructions in…
20. Customer access to VieFund – 1. Share access
Here is the complete procedure for authorizing your clients to access their web portal in VieFund, based on the instructions…
21. Customer access to VieFund – 2. Customer’s first login to VieFund
Here is the detailed procedure to accompany the customer when he first connects to his personal VieFund space, in accordance…
22. Customer access to VieFund – 3. Settings
Here is the detailed procedure for using the interface by the end user, including secure messaging and profile management.
Objective…
23. Customer access to VieFund – 4. Funds
Here is the step-by-step procedure for navigating and using the Portfolio tab of the VieFund Client Portal. This section is…
25. Customer access to VieFund – 6. Retirement calculator
Here's a step-by-step procedure for using VieFund's financial calculators, a strategic tool to illustrate your clients' financial planning needs.
Objective…
02. Creating client’s VieFund access
Here is the complete procedure for authorizing your clients to access their web portal in VieFund, based on the instructions…
03. First client’s VieFund connection
Here is the detailed procedure to accompany the customer when he first connects to his personal VieFund space.
Objective
Guide…