Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom...
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Transcript of Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom...
![Page 1: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/1.jpg)
Freedom – the client and business management system for IFAsMain Menu
Access all areas of Freedom simply with the buttons on this screen
![Page 2: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/2.jpg)
Freedom – the client and business management system for IFAsFinding and selecting a client
![Page 3: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/3.jpg)
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
![Page 4: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/4.jpg)
Freedom – the client and business management system for IFAsThe client screen
![Page 5: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/5.jpg)
Freedom – the client and business management system for IFAsViewing the summary of client assets
![Page 6: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/6.jpg)
Freedom – the client and business management system for IFAsAdding or editing a client’s assets
![Page 7: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/7.jpg)
Freedom – the client and business management system for IFAsThe client screen
![Page 8: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/8.jpg)
Freedom – the client and business management system for IFAs Viewing the summary of client cash savings
![Page 9: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/9.jpg)
Freedom – the client and business management system for IFAsAdding or editing cash savings
![Page 10: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/10.jpg)
Freedom – the client and business management system for IFAsThe client screen
![Page 11: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/11.jpg)
Freedom – client and business management system for IFAsViewing the summary of client investments
![Page 12: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/12.jpg)
Freedom – client and business management system for IFAsEditing a fund based investment
![Page 13: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/13.jpg)
Freedom – client and business management system for IFAsViewing the individual fund summary for an investment
![Page 14: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/14.jpg)
Freedom – client and business management system for IFAsEditing and viewing a fund based investment
![Page 15: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/15.jpg)
Freedom – client and business management system for IFAsThe asset allocation of an individual investment
![Page 16: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/16.jpg)
Freedom – the client and business management system for IFAsThe client screen
![Page 17: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/17.jpg)
Freedom – client and business management system for IFAsViewing the liabilities summary
![Page 18: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/18.jpg)
Freedom – client and business management system for IFAsEditing a liability
![Page 19: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/19.jpg)
Freedom – the client and business management system for IFAsThe client screen
![Page 20: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/20.jpg)
Freedom – client and business management system for IFAsViewing the protection summary
![Page 21: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/21.jpg)
Freedom – client and business management system for IFAsEditing a protection policy
![Page 22: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/22.jpg)
Freedom – the client and business management system for IFAsThe client screen
![Page 23: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/23.jpg)
Freedom – client and business management system for IFAsFact Find – front cover sheet
![Page 24: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/24.jpg)
Freedom – client and business management system for IFAsFact Find – standing data
![Page 25: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/25.jpg)
Freedom – client and business management system for IFAsFact Find – objectives and dependents
![Page 26: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/26.jpg)
Freedom – client and business management system for IFAsFact Find – income, assets and savings
![Page 27: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/27.jpg)
Freedom – client and business management system for IFAsFact Find – liabilities and protection
![Page 28: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/28.jpg)
Freedom – client and business management system for IFAsFact Find – investments and their underlying funds
![Page 29: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/29.jpg)
Freedom – client and business management system for IFAsFact Find – underlying investment funds
![Page 30: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/30.jpg)
Freedom – client and business management system for IFAsFact Find – Pensions and their underlying funds
![Page 31: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/31.jpg)
Freedom – the client and business management system for IFAsThe client screen
![Page 32: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/32.jpg)
Freedom – client and business management system for IFAsValuation – cover page
![Page 33: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/33.jpg)
Freedom – client and business management system for IFAsValuation – assets and savings
![Page 34: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/34.jpg)
Freedom – client and business management system for IFAsValuation – investments and their underlying funds
![Page 35: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/35.jpg)
Freedom – client and business management system for IFAsValuation – Pensions and their underlying funds
![Page 36: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/36.jpg)
Freedom – client and business management system for IFAsValuation – protection and summary asset value
![Page 37: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/37.jpg)
Freedom – the client and business management system for IFAsThe client screen
![Page 38: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/38.jpg)
Freedom – client and business management system for IFAsAsset spread
![Page 39: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/39.jpg)
Freedom – the client and business management system for IFAsThe client screen
![Page 40: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/40.jpg)
Freedom – client and business management system for IFAsAsset spread by risk profile excluding residential property
![Page 41: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/41.jpg)
Freedom – the client and business management system for IFAsThe client screen
![Page 42: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/42.jpg)
Freedom – client and business management system for IFAsAsset allocation – invested
![Page 43: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/43.jpg)
Freedom – the client and business management system for IFAsThe client screen
![Page 44: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/44.jpg)
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.
![Page 45: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/45.jpg)
Freedom – client and business management system for IFAsUpdating Wealth tracking
You can get Freedomto automatically update
the values or enterthem manually
![Page 46: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/46.jpg)
Freedom – the client and business management system for IFAsThe client screen
![Page 47: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/47.jpg)
Freedom – client and business management system for IFAsWealth tracking chart
![Page 48: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/48.jpg)
Freedom – the client and business management system for IFAsThe client screen
![Page 49: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/49.jpg)
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.
![Page 50: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/50.jpg)
Freedom – client and business management system for IFAsClient action history
Once an item is resolved it is archived into resolved action
![Page 51: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/51.jpg)
Freedom – the client and business management system for IFAsMain Menu
From the Main Menu you can view or print all outstanding action for any or all employees up
to any date
![Page 52: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/52.jpg)
Freedom – client and business management system for IFAsEmployee action
![Page 53: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/53.jpg)
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.
![Page 54: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/54.jpg)
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
![Page 55: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/55.jpg)
Freedom – client and business management system for IFAsClient reviews due
![Page 56: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/56.jpg)
Freedom – the client and business management system for IFAsMain Menu
![Page 57: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/57.jpg)
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.
![Page 58: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/58.jpg)
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.
![Page 59: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/59.jpg)
Freedom – client and business management system for IFAsClient tangible assets detailed report
![Page 60: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/60.jpg)
Freedom – client and business management system for IFAsFind a policy
![Page 61: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/61.jpg)
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.
![Page 62: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/62.jpg)
Freedom – the client and business management system for IFAsMain Menu
Recording time spent against each client isimperative in operating a successful fee based model, and can also be very useful if you don’t.
![Page 63: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/63.jpg)
Freedom – the client and business management system for IFAsTime
![Page 64: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/64.jpg)
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.
![Page 65: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/65.jpg)
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
![Page 66: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/66.jpg)
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
![Page 67: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/67.jpg)
Freedom – the client and business management system for IFAsClient time report over a specified period
![Page 68: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/68.jpg)
Freedom – the client and business management system for IFAsMain Menu
![Page 69: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/69.jpg)
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.
![Page 70: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/70.jpg)
Freedom – the client and business management system for IFAsMain Menu
![Page 71: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/71.jpg)
Freedom – the client and business management system for IFAsFees Menu
![Page 72: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/72.jpg)
Freedom – the client and business management system for IFAsAdding a Fee agreement
![Page 73: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/73.jpg)
Freedom – the client and business management system for IFAsFee Menu
![Page 74: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/74.jpg)
Freedom – the client and business management system for IFAsViewing Fees
![Page 75: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/75.jpg)
Freedom – the client and business management system for IFAsMain Menu
![Page 76: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/76.jpg)
Freedom – the client and business management system for IFAsNew Business Menu
The drop down boxesprovide the ability to
filter the report in manydifferent ways
![Page 77: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/77.jpg)
Freedom – the client and business management system for IFAsViewing the New Business Register
![Page 78: Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.](https://reader037.fdocuments.in/reader037/viewer/2022110206/56649cea5503460f949b5097/html5/thumbnails/78.jpg)
Freedom – the client and business management system for IFAsEditing New Business
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Freedom – the client and business management system for IFAsEditing New Business commission style and values
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Freedom – the client and business management system for IFAsMain Menu
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Freedom – the client and business management system for IFAsFunds Menu
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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.
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Freedom – the client and business management system for IFAsFund Summary – Investors in a fund
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Freedom – the client and business management system for IFAsFund Summary - All invested Funds
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Freedom – the client and business management system for IFAsFund Summary - All invested Funds
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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
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Freedom – the client and business management system for IFAsFunds Menu
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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
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Freedom – the client and business management system for IFAsFunds Menu
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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.
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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.
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Freedom – the client and business management system for IFAsFunds Menu
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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.
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Freedom – the client and business management system for IFAsComparative Asset Performance Statistics
By adding a Sum Invested and applying optional yield from FTSE and ResidentialProperty – Freedom will produce the following comparative statistics
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Freedom – the client and business management system for IFAsComparative Asset Performance Statistics
This can prove a very helpful discussion point with clients and can be printed with an accompanying chart.
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Freedom – the client and business management system for IFAsComparative Asset Performance Statistics chart
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Freedom – the client and business management system for IFAsComparative Asset Performance Statistics data
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Freedom – the client and business management system for IFAsSelecting a client
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Freedom – client and business management system for IFAsThe Client screen
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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.
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Freedom – the client and business management system for IFAsI & E (income & expenditure) Summary – Income received
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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
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