https://wp.guide-gfs.com/members/asmin_gfs/activity/ Activités de Groupe Financier Signature Fri, 19 Jun 2026 14:32:28 -0400 https://buddypress.org/?v= fr-FR 30 hourly 2 c35233bb9c0ea958f1a0b5f685ab358c https://wp.guide-gfs.com/?p=17692 Mon, 08 Jun 2026 15:03:07 -0400 The Top 50 results Hello, everyone, The Top 50 results are now available in the GFS dashboard, in the Contests section.🎉Congratulations to everyone!🏆 Current top 3: […]

]]> d25ab1078668d67e80780e04a7901f96 https://wp.guide-gfs.com/?p=17664 Mon, 08 Jun 2026 14:30:20 -0400 Les résultats du Top 50 Bonjour à tous, Les résultats du Top 50 sont maintenant disponibles dans le tableau de bord GFS, section Concours.🎉 Félicitations à tous !🏆 Top 3 act […]

]]> c24560b0b8e7cf9de22991942db37e33 https://wp.guide-gfs.com/?p=17570 Tue, 26 May 2026 12:51:20 -0400 The Top 50 results Hello, everyone, The Top 50 results are now available in the GFS dashboard, in the Contests section.🎉Congratulations to everyone!🏆 Current top 3: […]

]]> eabc4a50e1f6d3756fbbaf4bdadb0b13 https://wp.guide-gfs.com/?p=17565 Tue, 26 May 2026 12:48:24 -0400 Les résultats du Top 50 Bonjour à tous, Les résultats du Top 50 sont maintenant disponibles dans le tableau de bord GFS, section Concours.🎉 Félicitations à tous !🏆 Top 3 act […]

]]> 129b0acc4d80c5392dfec81d7b70a8e9 https://wp.guide-gfs.com/?p=17282 Tue, 12 May 2026 18:30:31 -0400 10. Insurance company forms Here is the step-by-step procedure for using the “Forms” section in Centralize, to quickly find and download official documents from financial ins […]

]]> f21f78aef6dfbf1502229a07b9e7c513 https://wp.guide-gfs.com/?p=16899 Wed, 22 Apr 2026 16:13:04 -0400 13. Errors and omissions Here’s the step-by-step process for viewing your business insurance information in the Errors and Omissions (E&O) section of […]

]]> 1efd932e220996322865f2d60885dd41 https://wp.guide-gfs.com/?p=16897 Wed, 22 Apr 2026 16:11:28 -0400 12. Useful links Here’s a step-by-step walkthrough for using the “Links & Hyperlinks” tab in Centralize, designed to optimize your searches and daily pra […]

]]> 9849c1a38ee8135b102780747f4b1382 https://wp.guide-gfs.com/?p=16895 Wed, 22 Apr 2026 16:10:10 -0400 11. Codes Here’s the step-by-step procedure for viewing your business credentials in the “Code List” section of Centralize, an essential tool for simplifying you […]

]]> 1e00b4da00707de05ddedb2fd7e98ce7 https://wp.guide-gfs.com/?p=16893 Wed, 22 Apr 2026 16:09:00 -0400 08. Production Here’s the step-by-step procedure for using the “Production” tab in Centralize, designed to help you keep track of your earnings and the status of you […]

]]> 955e862e43a91f278c4881d2f452ae6c https://wp.guide-gfs.com/?p=16891 Wed, 22 Apr 2026 16:00:33 -0400 07. Pending tasks and completed tasks Objective Follow the requirements and processing steps of your files. It is crucial to note that these tasks are assigned by the institutions or your […]

]]> 10f493b85a50ebfe67ad1b3f73859838 https://wp.guide-gfs.com/?p=16776 Fri, 17 Apr 2026 15:24:41 -0400 15. help Here’s how to access Centralize’s advanced support resources to deepen your understanding of the platform. Objective Consult the complete […]

]]> 53cda98718e42f9ac0b486891f9ed0ee https://wp.guide-gfs.com/?p=16774 Fri, 17 Apr 2026 15:22:04 -0400 14. license Here’s the step-by-step procedure for viewing and validating your compliance information in the Centralize Permit List […]

]]> e61965b37a324aa94524e743bebf657f https://wp.guide-gfs.com/?p=16772 Fri, 17 Apr 2026 15:10:06 -0400 06. All customers Objective Leverage the full list of customers to gain targeted insights, perform multi-criteria research, and segment your customer base for […]

]]> 5f854718cc46574920e831ee266f3d5d https://wp.guide-gfs.com/?p=16770 Fri, 17 Apr 2026 14:51:13 -0400 05. All contracts Here is the detailed procedure for viewing and filtering all your policies (in-force, pending or expired policies) in the Centralize […]

]]> 0fcd7fd51416ced7d7268827c0986a46 https://wp.guide-gfs.com/?p=16768 Fri, 17 Apr 2026 14:49:35 -0400 03. Pending proposals Here is the detailed procedure for effectively managing your cases in the Pending Proposals section of Centralize. Objective Monitor the […]

]]> 3f48720152b7f4db572e300b2992760f https://wp.guide-gfs.com/?p=16766 Fri, 17 Apr 2026 14:46:15 -0400 02. Profile Here is the step-by-step procedure for setting up your profile and using the menu bar shortcuts in Equisoft’s Centralize. Objective Customize […]

]]> 7d937d85c2f179a248c11e45e26eba70 https://wp.guide-gfs.com/?p=16764 Fri, 17 Apr 2026 14:40:52 -0400 01. Getting Started Here is the procedure for getting started with Equisoft’s Centralize platform, structured to allow you to efficiently navigate your advisor […]

]]> 20b2d0869b6a04343ed54b94e81d8fa6 https://wp.guide-gfs.com/?p=16717 Wed, 15 Apr 2026 16:33:57 -0400 The Top 50 results Hello, everyone, The Top 50 results are now available in the GFS dashboard, in the Contests section.🎉Congratulations to everyone!🏆 Current top 3: […]

]]> fe634ecbbb0cc3191c00b7fd23db00dc https://wp.guide-gfs.com/?p=16713 Wed, 15 Apr 2026 16:28:04 -0400 Les résultats du Top 50 Bonjour à tous, Les résultats du Top 50 sont maintenant disponibles dans le tableau de bord GFS, section Concours.🎉 Félicitations à tous !🏆 Top 3 act […]

]]> 1423e5f89968cf10bcda14643c7f8b86 https://wp.guide-gfs.com/?p=16667 Tue, 14 Apr 2026 12:26:22 -0400 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 […]

]]> 990737934d91cc34b555943bf20c0be9 https://wp.guide-gfs.com/?p=16665 Tue, 14 Apr 2026 12:21:42 -0400 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 essential to provide full […]

]]> b77e24bc2cf930c3a08a96933f5ee2b4 https://wp.guide-gfs.com/?p=16663 Tue, 14 Apr 2026 12:20:34 -0400 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 To allow […]

]]> 7dcda2614788d292d40013bd23248583 https://wp.guide-gfs.com/?p=16661 Tue, 14 Apr 2026 12:19:23 -0400 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 with your formatting […]

]]> c0adc8f202c77bd41d0f0cb8557b57ac https://wp.guide-gfs.com/?p=16659 Tue, 14 Apr 2026 12:17:58 -0400 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 in the […]

]]> 1bb2e43b0e5b22a479f3d6245f4e2c02 https://wp.guide-gfs.com/?p=16657 Tue, 14 Apr 2026 12:16:15 -0400 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 the […]

]]> 6c081e0cb6775b7a6805c8ac0521a2ef https://wp.guide-gfs.com/?p=16655 Tue, 14 Apr 2026 12:14:35 -0400 12. Customer details 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 […]

]]> 685935ac2a8d09368b79ac63f7506856 https://wp.guide-gfs.com/?p=16653 Tue, 14 Apr 2026 12:13:03 -0400 11. Quick Customer Report Here is the detailed procedure for generating and interpreting an annual review report for your clients in VieFund, respecting the requested […]

]]> c94275d693bdf4e9cac868a5bec6c599 https://wp.guide-gfs.com/?p=16651 Tue, 14 Apr 2026 12:11:37 -0400 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 […]

]]> ab17359143935adc94a56c09d8b28b85 https://wp.guide-gfs.com/?p=16649 Tue, 14 Apr 2026 12:09:54 -0400 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 […]

]]> 5b8741d2cef47f2e997823d58953d011 https://wp.guide-gfs.com/?p=16647 Tue, 14 Apr 2026 12:08:45 -0400 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 […]

]]> 0396d832fb601dd84a499cb440dd4f91 https://wp.guide-gfs.com/?p=16644 Tue, 14 Apr 2026 12:04:51 -0400 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 […]

]]> 7d71ef2f3d9910af0436ad509eff4147 https://wp.guide-gfs.com/?p=16642 Tue, 14 Apr 2026 12:02:35 -0400 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 your […]

]]> 113c0ad68273c6934801e6e78c4f04ab https://wp.guide-gfs.com/?p=16640 Tue, 14 Apr 2026 12:00:35 -0400 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, […]

]]> 9f23c2b89529ce3e4af0d8e97007a251 https://wp.guide-gfs.com/?p=16638 Tue, 14 Apr 2026 11:58:08 -0400 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 Keeping your […]

]]> 3521eb43f3b47bf6035ece12b4caad92 https://wp.guide-gfs.com/?p=16635 Tue, 14 Apr 2026 11:44:22 -0400 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 your security […]

]]> 627142364a80b474f6b6dbec47a3a3a3 https://wp.guide-gfs.com/?p=16633 Tue, 14 Apr 2026 11:42:06 -0400 00. Calculations for the GFS Travel Competition Here is a complete, step-by-step descriptive procedure for calculating your numbers for the GFS 2026 Travel Contest Qualification, as described in the […]

]]> 5b4f9e4443f411272664a8cd5063da7c https://wp.guide-gfs.com/?p=16593 Mon, 13 Apr 2026 14:22:58 -0400 13. Book du conseiller Voici une procédure détaillée pour consulter et analyser les actifs sous gestion (ASA/AUM) dans VieFund, basée sur les instructions de la vid […]

]]> 050d2626e4cba9688023580825df626b https://wp.guide-gfs.com/?p=16591 Mon, 13 Apr 2026 14:22:01 -0400 11. Rapport client rapide Voici la procédure détaillée pour générer et interpréter un rapport de révision annuelle pour vos clients dans VieFund, en respectant la mise en forme […]

]]> 9f594998ba912d5476101e17c11094d6 https://wp.guide-gfs.com/?p=16139 Mon, 06 Apr 2026 11:09:09 -0400 25. Accès VieFund par le client – 6. Calculateur retraite Voici la procédure détaillée pour utiliser les calculateurs financiers de VieFund, un outil stratégique pour illustrer les besoins de planification fin […]

]]> c62f0c8db040f6c25c81229d93f1559c https://wp.guide-gfs.com/?p=16140 Mon, 06 Apr 2026 11:08:49 -0400 23. Accès VieFund par le client – 4. Fonds Voici la procédure détaillée pour naviguer et utiliser l’onglet Portefeuille du portail client VieFund. Cette section est essentielle pour offrir une tr […]

]]> 5d8765e1e1d86647c309851b8c26a0af https://wp.guide-gfs.com/?p=16137 Mon, 06 Apr 2026 11:06:16 -0400 22. Accès VieFund par le client – 3. Réglages Voici la procédure détaillée concernant l’utilisation de l’interface par l’utilisateur final, incluant la messagerie sécurisée et la gestion du prof […]

]]> 076f36b412b2a9a8bf523e2d8e2c614e https://wp.guide-gfs.com/?p=15972 Thu, 02 Apr 2026 11:46:06 -0400 21. Donner accès au client – 2. 1ère connection VieFund par le client Voici la procédure détaillée pour accompagner le client lors de sa première connexion à son espace personnel VieFund, en respectant vos consignes de m […]

]]> 1f18bbfe4b5eacf4c85f4d247778cdd3 https://wp.guide-gfs.com/?p=15970 Thu, 02 Apr 2026 11:44:11 -0400 20. Donner accès au client – 1. Partager l'accès Voici la procédure complète pour autoriser l’accès de vos clients à leur portail web dans VieFund, basée sur les instructions de la vidé […]

]]> 3bfdad031e798aaf47a607ff6c9e41dc https://wp.guide-gfs.com/?p=15968 Thu, 02 Apr 2026 11:42:23 -0400 12. Détails sur le client Voici une procédure claire et structurée, basée sur les instructions de votre fichier SRT, pour vous aider à naviguer dans les affichages dét […]

]]> d923e09667564e78011178d80c92d15b https://wp.guide-gfs.com/?p=15516 Fri, 27 Mar 2026 17:08:10 -0400 08. Créer rapport pour client – liste de portefeuille Voici la procédure détaillée pour générer et interpréter la liste des transactions dans VieFund, en respectant la mise en forme deman […]

]]> d23b1de113da84fd50053161ac05fc65 https://wp.guide-gfs.com/?p=15515 Fri, 27 Mar 2026 17:07:21 -0400 07. Créer rapport pour client – performance de portefeuille Voici la procédure détaillée pour produire et interpréter le rapport sur la performance du portefeuille dans VieFund, en respectant vos pré […]

]]> fa6e486b9d756cac06f0c6f5acb137ff https://wp.guide-gfs.com/?p=15189 Wed, 25 Mar 2026 13:16:45 -0400 06. Créer rapport pour client – sommaire par fournisseur Objectif Générer un rapport structuré permettant de visualiser les actifs d’un client regroupés par institution financière (fournisseur), faci […]

]]> fd02b96790230cc61e22e2ff49a4de6d https://wp.guide-gfs.com/?p=15188 Wed, 25 Mar 2026 13:16:21 -0400 05. Créer rapport pour client – rendement de placement Objectif Générer un rapport détaillé permettant d’analyser la performance des comptes (REER, CELI, etc.), de visualiser les gains en dollars et de […]

]]> 0feb3b7b58d3395a6eb374058ad11c65 https://wp.guide-gfs.com/?p=15186 Wed, 25 Mar 2026 13:14:06 -0400 04. Créer rapport pour client – relevé de portefeuille Voici la procédure pour générer le relevé de portefeuille avec graphiques dans VieFund, un rapport plus visuel et analytique pour vos cli […]

]]> ee690f2db2af77d936ba978b8e95303c https://wp.guide-gfs.com/?p=15184 Wed, 25 Mar 2026 13:12:59 -0400 03. Créer rapport pour client – relevé général Objectif Produire un relevé de compte général synthétisant l’ensemble des actifs d’un client, peu importe les institutions financières (Équ […]

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