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

Freedom – the client and business management system for IFAsMain Menu

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


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 Menu

You can select anydate range and a

specific member ofstaff or all staff

to see a detailedbreakdown of howtime is spent andon what functions.

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

This screen also provides an instant breakdown ofclient and non-client time

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

…and the detailed report summariseseach time category

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

…or run a report on a specific client


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 IFAsExpenses Report

Freedom – the client and business management system for IFAsPaying an employee’s expenses

From the Accounts Menu you can pay employee expenses simplyand produce a remittance advice for the employee

Freedom – the client and business management system for IFAsExpenses remittance advice to employee


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 IFAsAccounts Menu

Freedom – the client and business management system for IFAsAdding a provider receipt

Select the provider, the date received and the method of payment


and all the policies with the selectedprovider will appear here in client order

enter the value, allocate a commissiontype and select the appropriate policy


…and continue down the statement until all items have been entered


Freedom – the client and business management system for IFAsAdding a client receipt

Almost identical to adding a provider receipt. Enter a clientand then select a fee agreement. You can also enter a client

receipt without the client having a fee agreement.


Viewing and editing bank transactions is password protected


Freedom – the client and business management system for IFAsViewing receipts


Freedom – the client and business management system for IFAsViewing & editing a receipt

Freedom – the client and business management system for IFAsEditing a receipt


The detail report allows you to filter the data even more

Freedom – the client and business management system for IFAsViewing a filtered, receipt detail report


Freedom – the client and business management system for IFAsBank reconciliation

Simply tick the reconciled box for all items that appear on the bank statement.

Freedom – the client and business management system for IFAsBank reconciliation

and the closing balancewill update as you go.


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 - 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 IFAsFunds 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.


Freedom – the client and business management system for IFAsI & 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.

Freedom – the client and business management system for IFAsMain Menu – selecting a client

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

Freedom – the client and business management system for IFAsClient I & E Summary

The I & E Summary from the Client screen allows you to view the detail of each heading or selecta specific date range.

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


Freedom – the client and business management system for IFAsManagement Menu

The Management Menu is one of the fewareas in Freedom that are password protected.


Freedom – the client and business management system for IFAsGrouped valuations - criteria selection

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


Freedom – the client and business management system for IFAsMail Merge Manager

Mailing lists in Freedom are categorised into 5 headings dependent onthe type of list. All lists are created in Excel making further editing simple.


Freedom – the client and business management system for IFAsClawback 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.


Freedom – the client and business management system for IFAsAdviser commission statements

Freedom – the client and business management system for IFAsAdviser commission statements


Freedom – the client and business management system for IFAsMonthly renewal commission

This screen allows you to add monthly renewal commission to policiesthat have not been entered via New Business on Freedom.

These figures then help to make up the income forecasting feature.


Freedom – the client and business management system for IFAsRMAR

Enter the start and end dates and click calculate.




Freedom – the client and business management system for IFAsManagement Accounts

Freedom – the client and business management system for IFAsSummary Management Accounts

Freedom – the client and business management system for IFAsDetailed Management Accounts


Freedom – the client and business management system for IFAsIncome Forecasting – Regular Fees

Select a period from 1 month to 25 years

Freedom – the client and business management system for IFAsIncome Forecasting – Regular Fees

…and the forecastis calculated.


Freedom – the client and business management system for IFAsIncome Forecasting – Premium based and renewal

again, select a period and the forecast is calculated.


Freedom – the client and business management system for IFAsIncome 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.

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

Documents

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