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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]