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….