All Web Client Interactions
Because of VieFUND’s advanced CRM communications platform, this allows for secure communication between the dealer and the client. This is yet another advantage of the VieFUND platform.
VieFUND’s reminder and notifications communication system allows advisors and investors to interact within a secured interface and in a regular basis, achieving and establishing a transparent and reliable relationship between the parties.
In addition to the above, VieFUND also provides pre-filled dealer forms, Government forms, MFDA forms, RDBA forms and more.
MyPortfolio: By registering online with the web access client, investors can control their investments on a daily basis.