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Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.

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Presentation on theme: "Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen."— Presentation transcript:

1 Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen

2 Freedom – the client and business management system for IFAs Main Menu Recording time spent against each client is imperative in operating a successful fee based model, and can also be very useful if you don’t.

3 Freedom – the client and business management system for IFAs Time Menu You can select any date range and a specific member of staff or all staff to see a detailed breakdown of how time is spent and on what functions.

4 Freedom – the client and business management system for IFAs Employee time report over a specified period This screen also provides an instant breakdown of client and non-client time

5 Freedom – the client and business management system for IFAs Employee detailed time report over a specified period …and the detailed report summarises each time category

6 Freedom – the client and business management system for IFAs Client time report over a specified period …or run a report on a specific client

7 Freedom – the client and business management system for IFAs Main Menu

8 Freedom – the client and business management system for IFAs Expenses Menu Expenses work very similar to time and can be assigned directly to a client as appropriate. This may include fuel charges to be reimbursed to the employee or perhaps a client lunch.

9 Freedom – the client and business management system for IFAs Expenses Report

10 Freedom – the client and business management system for IFAs Paying an employee’s expenses From the Accounts Menu you can pay employee expenses simply and produce a remittance advice for the employee

11 Freedom – the client and business management system for IFAs Expenses remittance advice to employee

12 Freedom – the client and business management system for IFAs Main Menu

13 Freedom – the client and business management system for IFAs Fee Menu

14 Freedom – the client and business management system for IFAs Viewing Fees

15 Freedom – the client and business management system for IFAs Main Menu

16 Freedom – the client and business management system for IFAs New Business Menu The drop down boxes provide the ability to filter the report in many different ways

17 Freedom – the client and business management system for IFAs Viewing the New Business Register

18 Freedom – the client and business management system for IFAs Editing New Business

19 Freedom – the client and business management system for IFAs Editing New Business commission style and values

20 Freedom – the client and business management system for IFAs Main Menu

21 Freedom – the client and business management system for IFAs Accounts Menu

22 Freedom – the client and business management system for IFAs Adding a provider receipt Select the provider, the date received and the method of payment

23 Freedom – the client and business management system for IFAs Adding a provider receipt and all the policies with the selected provider will appear here in client order enter the value, allocate a commission type and select the appropriate policy

24 Freedom – the client and business management system for IFAs Adding a provider receipt …and continue down the statement until all items have been entered

25 Freedom – the client and business management system for IFAs Accounts Menu

26 Freedom – the client and business management system for IFAs Adding a client receipt Almost identical to adding a provider receipt. Enter a client and then select a fee agreement. You can also enter a client receipt without the client having a fee agreement.

27 Freedom – the client and business management system for IFAs Accounts Menu Viewing and editing bank transactions is password protected

28 Freedom – the client and business management system for IFAs Accounts Menu

29 Freedom – the client and business management system for IFAs Viewing receipts

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31 Freedom – the client and business management system for IFAs Viewing & editing a receipt

32 Freedom – the client and business management system for IFAs Editing a receipt

33 Freedom – the client and business management system for IFAs Viewing receipts The detail report allows you to filter the data even more

34 Freedom – the client and business management system for IFAs Viewing a filtered, receipt detail report

35 Freedom – the client and business management system for IFAs Accounts Menu

36 Freedom – the client and business management system for IFAs Bank reconciliation Simply tick the reconciled box for all items that appear on the bank statement.

37 Freedom – the client and business management system for IFAs Bank reconciliation and the closing balance will update as you go.

38 Freedom – the client and business management system for IFAs Main Menu

39 Freedom – the client and business management system for IFAs Funds Menu

40 Freedom – the client and business management system for IFAs Fund Summary - All invested Funds A summary showing every fund in which you have clients invested along with the total value of that holding. By clicking the Investors button you can see which clients hold the funds along with the current value of their holding.

41 Freedom – the client and business management system for IFAs Fund Summary – Investors in a fund

42 Freedom – the client and business management system for IFAs Fund Summary - All invested Funds

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44 Freedom – the client and business management system for IFAs Fund Summary - Invested Funds by sector From here you can create a detailed or summarised mailing list in Excel including client name, address, , phone, fund name, fund value, units held, provider and provider address

45 Freedom – the client and business management system for IFAs Funds Menu

46 Freedom – the client and business management system for IFAs Fund Summary – Fund performance last week A summary of how your client’s funds performed last week

47 Freedom – the client and business management system for IFAs Funds Menu

48 Freedom – the client and business management system for IFAs Fund 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.

49 Freedom – the client and business management system for IFAs Sector Summary This screen shows sector performance over the period based on the funds which you have clients invested in. This report is also available for individual clients.

50 Freedom – the client and business management system for IFAs Funds Menu

51 Freedom – the client and business management system for IFAs Comparative 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 other information such as the high and low of FTSE100 or BoE interest rates.

52 Freedom – the client and business management system for IFAs Comparative Asset Performance Statistics By adding a Sum Invested and applying optional yield from FTSE and Residential Property – Freedom will produce the following comparative statistics

53 Freedom – the client and business management system for IFAs Comparative Asset Performance Statistics This can prove a very helpful discussion point with clients and can be printed with an accompanying chart.

54 Freedom – the client and business management system for IFAs Comparative Asset Performance Statistics chart

55 Freedom – the client and business management system for IFAs Comparative Asset Performance Statistics data

56 Freedom – the client and business management system for IFAs Funds Menu

57 Freedom – the client and business management system for IFAs Funds under Management tracking This feature allows you to record and then chart the weekly value of your Funds under Management. New business may well have been growing steadily but the drop in market values has almost erased this increase.

58 Freedom – the client and business management system for IFAs Main Menu

59 Freedom – the client and business management system for IFAs I & E (income & expenditure) Summary Central to Freedom, this easily and simply identifies profitability on each individual client and the business as a whole. Clicking on a blue heading will sort the screen by that column.

60 Freedom – the client and business management system for IFAs Main Menu – selecting a client

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

62 Freedom – the client and business management system for IFAs Client I & E Summary The I & E Summary from the Client screen allows you to view the detail of each heading or select a specific date range.

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

64 Freedom – the client and business management system for IFAs Main Menu

65 Freedom – the client and business management system for IFAs Management Menu The Management Menu is one of the few areas in Freedom that are password protected.

66 Freedom – the client and business management system for IFAs Management Menu

67 Freedom – the client and business management system for IFAs Grouped valuations - criteria selection

68 Freedom – the client and business management system for IFAs Grouped valuation report - all policies held with Scottish Equitable

69 Freedom – the client and business management system for IFAs Management Menu

70 Freedom – the client and business management system for IFAs Mail Merge Manager Mailing lists in Freedom are categorised into 5 headings dependent on the type of list. All lists are created in Excel making further editing simple.

71 Freedom – the client and business management system for IFAs Management Menu

72 Freedom – the client and business management system for IFAs Clawback Liability This provides an instant summary exposure to initial commission that still has clawback potential. Policies automatically drop off this report once they are out of clawback.

73 Freedom – the client and business management system for IFAs Management Menu

74 Freedom – the client and business management system for IFAs Adviser commission statements

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76 Freedom – the client and business management system for IFAs Management Menu

77 Freedom – the client and business management system for IFAs Monthly renewal commission This screen allows you to add monthly renewal commission to policies that have not been entered via New Business on Freedom. These figures then help to make up the income forecasting feature.

78 Freedom – the client and business management system for IFAs Management Menu

79 Freedom – the client and business management system for IFAs RMAR Enter the start and end dates and click calculate.

80 Freedom – the client and business management system for IFAs RMAR

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82 Freedom – the client and business management system for IFAs Management Menu

83 Freedom – the client and business management system for IFAs Management Accounts

84 Freedom – the client and business management system for IFAs Summary Management Accounts

85 Freedom – the client and business management system for IFAs Detailed Management Accounts

86 Freedom – the client and business management system for IFAs Management Menu

87 Freedom – the client and business management system for IFAs Income Forecasting – Regular Fees Select a period from 1 month to 25 years

88 Freedom – the client and business management system for IFAs Income Forecasting – Regular Fees …and the forecast is calculated.

89 Freedom – the client and business management system for IFAs Management Menu

90 Freedom – the client and business management system for IFAs Income Forecasting – Premium based and renewal again, select a period and the forecast is calculated.

91 Freedom – the client and business management system for IFAs Management Menu

92 Freedom – the client and business management system for IFAs Income Forecasting – Fund based again the period is selected. This time there are 2 forecasts. 1 based on the value of your current Funds under Management the second on the average of your FUM over the last year.

93 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 obligation online demonstration of any of our products, please call us on or click the button below to send us an Play the presentation again


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