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

2. Freedom – the client and business management system for IFAs Setting the risk models

3. Remember you can create as many risk levels as you wish and choose your own headings

4. Freedom – the client and business management system for IFAs Creating a risk model

5. Freedom – the client and business management system for IFAs The risk models can then be printed

6. Freedom – the client and business management system for IFAs From a client click Asset Allocation

7. Freedom – the client and business management system for IFAs Asset Allocation – Setting the risk The client’s recorded risk is used as the default but this can be changed as required to see the impact of a different risk profile.

8. Freedom – the client and business management system for IFAs Asset Allocation - Selecting the criteria Select which assets you wish to include

9. Freedom – the client and business management system for IFAs Asset Allocation The recorded risk is displayed along with the model used. …and the blue (clickable) headings allow you to display the information in any order

10. Freedom – the client and business management system for IFAs The printable version for the client

11. Freedom – the client and business management system for IFAs Viewing the impact on change of risk profile You can now select a different model to see the impact on the chosen assets

12. Freedom – the client and business management system for IFAs Assessing the affect on change of risk profile A warning reminds you that this is not the recorded risk profile for this client.

13. Freedom – the client and business management system for IFAs That concludes this short demonstration on Asset Allocation. Thank you very much for watching. Please feel free to download our other presentations and see just how easy Freedom is to use for all of your staff. If you would like more information or a live no obligation online demonstration of any of our products, please call us on 0844 734 3465 or click the button below to send us an email Play the presentation again