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Advanced CRM for Secured Client Management

VieFUND improves business relationships with our clients using one of the best and secured CRM system available promoting a fluid and bidirectional communication.

VieFUND’s integrated CRM module provides advisors and admins a wide range of options to manage client’s database including:

  • Modern, innovative CRM platform for more effective, personalized service.
  • Configurable client list search by different criteria of choice.
  • Ability to export client list to Excel, with detailed information.
  • Various report types such as: clients by asset range, registration, product types, province etc.
  • Reports that help monitoring transfer-in/out clients, address change, client’s online access request, etc.
  • Interaction with clients including feedback and issue reporting.

And much more….

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