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

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

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

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

  2. Freedom – the client and business management system for IFAsMain 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 IFAsTime 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 IFAsEmployee 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 IFAsEmployee detailed time report over a specified period …and the detailed report summarises each time category

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

  7. Freedom – the client and business management system for IFAsMain Menu

  8. Freedom – the client and business management system for IFAsExpenses 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 IFAsExpenses Report

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

  12. Freedom – the client and business management system for IFAsMain Menu

  13. Freedom – the client and business management system for IFAsFee Menu

  14. Freedom – the client and business management system for IFAsViewing Fees

  15. Freedom – the client and business management system for IFAsMain Menu

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

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

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

  20. Freedom – the client and business management system for IFAsMain Menu

  21. Freedom – the client and business management system for IFAsAccounts Menu

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

  23. Freedom – the client and business management system for IFAsAdding 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 IFAsAdding a provider receipt …and continue down the statement until all items have been entered

  25. Freedom – the client and business management system for IFAsAccounts Menu

  26. Freedom – the client and business management system for IFAsAdding 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 IFAsAccounts Menu Viewing and editing bank transactions is password protected

  28. Freedom – the client and business management system for IFAsAccounts Menu

  29. Freedom – the client and business management system for IFAsViewing receipts

  30. Freedom – the client and business management system for IFAsViewing receipts

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

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

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

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

  35. Freedom – the client and business management system for IFAsAccounts Menu

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

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

  38. Freedom – the client and business management system for IFAsMain Menu

  39. Freedom – the client and business management system for IFAsFunds Menu

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

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

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

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

  45. Freedom – the client and business management system for IFAsFunds Menu

  46. 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

  47. Freedom – the client and business management system for IFAsFunds Menu

  48. 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.

  49. Freedom – the client and business management system for IFAsSector 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 IFAsFunds Menu