We Help Your Day-to-Day Business Flow…Effortlessly

The FiduSure Online support platform is the cloud-based back office that is ready for any business advisors may have.

In the back office you’ll be able to access documents, contracts, and other paperwork you need daily.

You’ll also be able to access crucial information like:

• Supplier promotions and news
• A list of Mutual Fund Wholesalers by region
• The most up-to-date regulations, rules, and training
• An amazing toolbox with online calculators, illustration software, and rates and quotes for insurance
• Ability to sign into all our other platforms like VieFUND, VirtGate, FundSERV, Carte Links, and Carte Core and Carte Online

As a FiduSure Partner you’ll have all of these resources at the touch of a button. Additionally, you’ll be able to chat with other FiduSure advisors and access technical support when you need it.

The best way to see how FiduSure Online will impact your business is to view a quick demo.

Compliance and Productivity just went Mobile through Carte Online.

Carte Core is a web-based management system that brings all the information for VirtGate and VieFund into one place. It’s here to benefit advisors at every stage of their career.

• CENTRALIZATION: Having all your existing tools in one location boosts productivity
• SECURITY: Emailing clients is protected and confidential thanks to SecureMail
• EFFECTIVENESS: Kronos Voice keeps a complete history of all your calls in one place
• DATA COLLECTION: All your data is automatically organised in one place
• COMPLIANCE: Remain compliant in all your business dealings
• MOBILITY: Use your tablet to access complete analyses while with your clients
• PROFESSIONAL REPORTS: Generate professional reports that include visual data, like tables and charts
• CLIENT ACCESS: Save time by allowing your clients to update their data electronically

Learning more about how FiduSure Core can impact your business is as easy as a quick demonstration.