VieFUND provides back office platforms for Mutual Fund Dealers, Segregated Funds Dealers, Exempt market dealers, GIC dealers and more. VieFUND also reports ETF, Stocks, bonds and insurance.
We offer:
Automated import of fund products based on FundSERV and Fundata files which keep mutual fund products’ data up-to-date without the need of user’s intervention.
Easy to place trades on the system interface, with the ability to send the trades to FundSERV using scripted batch mode or real-time service.
Configurable solutions to produce various options to your advisors, based on individual preference and needs.
Quick access investment summary, or highly configurable detailed portfolio statement to help you stay on top of your business.
Powerful compliance module that comply with MFDA standards to help you mitigate risk, while keeping your workflow swift and efficient. Our compliance module is also linked with our CRM tool for instant compliance notifications.
