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VieFund Reports

Carte Advisor Training
Viefund Training
VieFund Reports

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Viefund Training

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Teacher: Carte Training

1. Placing Trades on Client-Held Accounts

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2. Placing Trades on B2B Accounts

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3. Nominee Trade Placing

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4. How to Add a Fund and Send Fund Facts Electronically

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5. Naming Convention Adding Docs and Notes in Viefund

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6. How to Add and Edit a Client

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7. How and When to Create a KYP.

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8. Placing a Nominee One-Time PAC

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9. VieFund Reports

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10. VieFund Forms

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11. What to add in VieFund - Client info

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12. B2B & Nominee red/conversions & Learnedly

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13. Trust Account Buy Placing Trade

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14. NAAF & IPQ Review

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15. Inactive Clients, Plans or Funds

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