We are constantly improving our business processes to increase efficiency and productivity, providing the best quality of any available products in the industry.
We listen to our clients to implement new ideas, improving our service to meet their needs. We are constantly evolving.
The art of being a client focused company lies in active innovation. Some of our innovative examples are:
E-Signature.
Client’s mobile application to view current holdings, statement, transactions, etc.
Advisor’s mobile application to place trades, monitor clients’ investments, etc.
Advanced RIFF redemption.
Advanced CRM secure messaging.
B2B loan importing.
Paperless transactions through signature.
HTML editable email templates for advance dealer’s process.
Automation CRM facilitation for Compliance, Client and advisor communication.
First back office provider to provide a mobile app solution for the industry.
First back office provider to have platform access for all the major internet browsers: Google Chrome, Microsoft Edge, Safari for Apple/Mac, Firefox and Opera.
First back office provider to have a completely web-based solution that is automatically updated by VieFUND.
