www.viefund-agenz.ca

VieFund is a powerful back office system in segregated funds offering many opportunities for the advisor and their clients.  You will be able to produce advanced reports, give web access to your demanding customers, activate a gateway with Kronos and modify customer information synchronized with Fundserv.

To help you find yours marks, here are some useful reminders about the Viefund system

First connection to VieFund | https://webloft.sentiel.ca/fr/votre-premiere-connexion-a-viefund/

Produce a client statement | https://webloft.sentiel.ca/fr/viefund-produire-releve-client/

Generate commission statement | https://webloft.sentiel.ca/fr/viefund-produire-un-releve-de-commissions/

Asset Management Report | https://webloft.sentiel.ca/fr/viefund-lactif-sous-gestion/

Access to Myportefolio client web site  | https://webloft.sentiel.ca/fr/viefund-acces-client-myportfolio/