freedom – the client and business management system for ifas main menu access all areas of freedom...

Freedom – the client and business management system for IFAsMain Menu

Access all areas of Freedom simply with the buttons on this screen

Freedom – the client and business management system for IFAsFinding and selecting a client

Freedom – the client and business management system for IFAs The client screen

The shaded area provides useful summary information

…and the buttons provide direct access to client specific information

Freedom – the client and business management system for IFAsThe client screen

Freedom – the client and business management system for IFAsViewing the summary of client assets

Freedom – the client and business management system for IFAsAdding or editing a client’s assets

Freedom – the client and business management system for IFAs Viewing the summary of client cash savings

Freedom – the client and business management system for IFAsAdding or editing cash savings

Freedom – client and business management system for IFAsViewing the summary of client investments

Freedom – client and business management system for IFAsEditing a fund based investment

Freedom – client and business management system for IFAsViewing the individual fund summary for an investment

Freedom – client and business management system for IFAsEditing and viewing a fund based investment

Freedom – client and business management system for IFAsThe asset allocation of an individual investment

Freedom – client and business management system for IFAsViewing the liabilities summary

Freedom – client and business management system for IFAsEditing a liability

Freedom – client and business management system for IFAsViewing the protection summary

Freedom – client and business management system for IFAsEditing a protection policy

Freedom – client and business management system for IFAsFact Find – front cover sheet

Freedom – client and business management system for IFAsFact Find – standing data

Freedom – client and business management system for IFAsFact Find – objectives and dependents

Freedom – client and business management system for IFAsFact Find – income, assets and savings

Freedom – client and business management system for IFAsFact Find – liabilities and protection

Freedom – client and business management system for IFAsFact Find – investments and their underlying funds

Freedom – client and business management system for IFAsFact Find – underlying investment funds

Freedom – client and business management system for IFAsFact Find – Pensions and their underlying funds

Freedom – client and business management system for IFAsValuation – cover page

Freedom – client and business management system for IFAsValuation – assets and savings

Freedom – client and business management system for IFAsValuation – investments and their underlying funds

Freedom – client and business management system for IFAsValuation – Pensions and their underlying funds

Freedom – client and business management system for IFAsValuation – protection and summary asset value

Freedom – client and business management system for IFAsAsset spread

Freedom – client and business management system for IFAsAsset spread by risk profile excluding residential property

Freedom – client and business management system for IFAsAsset allocation – invested

Freedom – client and business management system for IFAsClient wealth tracking

Wealth tracking allows you to record summary client values at a given point providing a history of a client’s net asset value.

Freedom – client and business management system for IFAsUpdating Wealth tracking

You can get Freedomto automatically update

the values or enterthem manually

Freedom – client and business management system for IFAsWealth tracking chart

Freedom – client and business management system for IFAsClient action outstanding

This area of Freedom allows you to record things that require action as well ascreating a client history profile.

Freedom – client and business management system for IFAsClient action history

Once an item is resolved it is archived into resolved action


From the Main Menu you can view or print all outstanding action for any or all employees up

to any date

Freedom – client and business management system for IFAsEmployee action

Freedom – client and business management system for IFAsEmployee action outstanding

A red date denotes that an action is due. To resolve the action to historysimply tick the resolved box.

Freedom – client and business management system for IFAsClient reviews due

You can also view or print client reviews due,

again for all or any individual adviser

Freedom – client and business management system for IFAsClient reviews due

Freedom – client and business management system for IFAsFind a policy

This screen provides several functions.Firstly, you can search for a policy by clicking any of the blue headers.

Freedom – client and business management system for IFAsClient tangible assets

This screen shows the total cash and tangible assetvalues of every client. The detailed report subtotalsthe cash and assets for each client which can be

useful when interest rates are low or property prices high.

Freedom – client and business management system for IFAsClient tangible assets detailed report

Freedom – client and business management system for IFAsFind a policy

Freedom – client and business management system for IFAsPolicies due to expire

Select a date range and all policies due to expire withinthe range are listed or can be printed along with

the client adviser.


Recording time spent against each client isimperative in operating a successful fee based model, and can also be very useful if you don’t.

Freedom – the client and business management system for IFAsTime

Freedom – the client and business management system for IFAsAdding time

The time entry screenis quick and simple to

complete and addsa value based on the

time spent and charging level set for

the employee.Bulk entry allows youto set the employeeand date if you are

inputting from a timesheet.

Freedom – the client and business management system for IFAsTime Menu

you can then viewtime over any dateperiod, for all or aspecific employee,for all or a specific

work type

Freedom – the client and business management system for IFAsViewing time

By clicking on the I & E summary from the client screen and thenTime, you can see all the time spent on a specific client over any period

Freedom – the client and business management system for IFAsClient time report over a specified period

Freedom – the client and business management system for IFAsExpenses Menu

Expenses work verysimilar to time and can

be assigned directlyto a client as

appropriate. This mayinclude fuel charges

to be reimbursed to theemployee or perhaps

a client lunch.

Freedom – the client and business management system for IFAsFees Menu

Freedom – the client and business management system for IFAsAdding a Fee agreement

Freedom – the client and business management system for IFAsFee Menu

Freedom – the client and business management system for IFAsViewing Fees

Freedom – the client and business management system for IFAsNew Business Menu

The drop down boxesprovide the ability to

filter the report in manydifferent ways

Freedom – the client and business management system for IFAsViewing the New Business Register

Freedom – the client and business management system for IFAsEditing New Business

Freedom – the client and business management system for IFAsEditing New Business commission style and values

Freedom – the client and business management system for IFAsFunds Menu

Freedom – the client and business management system for IFAsFund Summary - All invested Funds

A summary showing every fund in which you haveclients invested along with the total value of that holding.

By clicking the Investors button you can see which clientshold the funds along with the current value of their holding.

Freedom – the client and business management system for IFAsFund Summary – Investors in a fund

Freedom – the client and business management system for IFAsFund Summary - All invested Funds

Freedom – the client and business management system for IFAsFund Summary - Invested Funds by sector

From here you can create a detailed or summarised mailing listin Excel including client name, address, email, phone, fund name,

fund value, units held, provider and provider address

Freedom – the client and business management system for IFAsFund Summary – Fund performance last week

A summary of how your client’s funds performed last week

Freedom – the client and business management system for IFAsFund Performance

A summary of how your client’s funds have performed over a specified period.

This is also available for individual clients from the client’s screen.

Freedom – the client and business management system for IFAsSector Summary

This screen shows sector performance over the period basedon the funds which you have clients invested in.

This report is also available for individual clients.

Freedom – the client and business management system for IFAsComparative Asset Performance Statistics

This screen provides a wealth of useful information based on a specified date range.Immediately, you will see how the FTSE100 has performed during the period.

The sorting arrows above each asset class section enable you to quickly find otherinformation such as the high and low of FTSE100 or BoE interest rates.


By adding a Sum Invested and applying optional yield from FTSE and ResidentialProperty – Freedom will produce the following comparative statistics


This can prove a very helpful discussion point with clients and can be printed with an accompanying chart.

Freedom – the client and business management system for IFAsComparative Asset Performance Statistics chart

Freedom – the client and business management system for IFAsComparative Asset Performance Statistics data

Freedom – the client and business management system for IFAsSelecting a client

Freedom – client and business management system for IFAsThe Client screen

Freedom – the client and business management system for IFAsI & E (income & expenditure) Summary

The I & E Summary from the Client screen allows you to view the detail of each heading.

You can also selecta specific date range

to view profitability overa set period.

Freedom – the client and business management system for IFAsI & E (income & expenditure) Summary – Income received

Freedom – the client and business management system for IFAs

That concludes the demonstration.Thank you very much for watching.

If you would like more information or a live no obligationonline demonstration of any of our products,

please call us on 0844 734 3465 or click the button belowto send us an email

Play the presentation again

mailto:[email protected]?subject=Freedom%20demonstration

freedom – the client and business management system for ifas main menu access all areas of freedom...

Documents

freedom client

client slide

business management

client screen slide

summary of client assets

ifas fact

ifas editing

summary of client investments