Customizable Templates
VieFUND includes a highly secured, customizable system that performs according to our client’s specifications.
Some of our templates for dealers are:
- Customizable automated email templates that inform clients of new statement, online access, Fund Fact delivery, client’s address change, document notification, etc.
- Commission templates that allow easy setup of different commission payout percentages for different advisors.
- Highly configurable Model Portfolio templates.
- WebAcess client online registration.
- Personalized account statement ready notice.
- Fund Facts’ electronic and email delivery.
- Client’s address change confirmation.
- Document notification.