03. Pending proposals Here is the detailed procedure for effectively managing your cases in the Pending Proposals section of Centralize. Objective Monitor the […]

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 […]

01. Getting Started Here is the procedure for getting started with Equisoft’s Centralize platform, structured to allow you to efficiently navigate your advisor […]

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: […]

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 […]

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 […]

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 […]