Transcript Freedom v6.1 - Switch On Solutions

Freedom – the client and business management system for IFAs
Main Menu
Access all areas of Freedom simply with the buttons on this screen
Freedom – the client and business management system for IFAs
Finding and selecting a client
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
Freedom – the client and business management system for IFAs
The client screen
Freedom – the client and business management system for IFAs
Viewing the summary of client assets
Freedom – the client and business management system for IFAs
Adding or editing a client’s assets
Freedom – the client and business management system for IFAs
The client screen
Freedom – the client and business management system for IFAs
Viewing the summary of client cash savings
Freedom – the client and business management system for IFAs
Adding or editing cash savings
Freedom – the client and business management system for IFAs
The client screen
Freedom – client and business management system for IFAs
Viewing the summary of client investments
Freedom – client and business management system for IFAs
Editing a fund based investment
Freedom – client and business management system for IFAs
Viewing the individual fund summary for an investment
Freedom – client and business management system for IFAs
Editing and viewing a fund based investment
Freedom – client and business management system for IFAs
The asset allocation of an individual investment
Freedom – the client and business management system for IFAs
The client screen
Freedom – client and business management system for IFAs
Viewing the liabilities summary
Freedom – client and business management system for IFAs
Editing a liability
Freedom – the client and business management system for IFAs
The client screen
Freedom – client and business management system for IFAs
Viewing the protection summary
Freedom – client and business management system for IFAs
Editing a protection policy
Freedom – the client and business management system for IFAs
The client screen
Freedom – client and business management system for IFAs
Fact Find – front cover sheet
Freedom – client and business management system for IFAs
Fact Find – standing data
Freedom – client and business management system for IFAs
Fact Find – objectives and dependents
Freedom – client and business management system for IFAs
Fact Find – income, assets and savings
Freedom – client and business management system for IFAs
Fact Find – liabilities and protection
Freedom – client and business management system for IFAs
Fact Find – investments and their underlying funds
Freedom – client and business management system for IFAs
Fact Find – underlying investment funds
Freedom – client and business management system for IFAs
Fact Find – Pensions and their underlying funds
Freedom – the client and business management system for IFAs
The client screen
Freedom – client and business management system for IFAs
Valuation – cover page
Freedom – client and business management system for IFAs
Valuation – assets and savings
Freedom – client and business management system for IFAs
Valuation – investments and their underlying funds
Freedom – client and business management system for IFAs
Valuation – Pensions and their underlying funds
Freedom – client and business management system for IFAs
Valuation – protection and summary asset value
Freedom – the client and business management system for IFAs
The client screen
Freedom – client and business management system for IFAs
Asset spread
Freedom – the client and business management system for IFAs
The client screen
Freedom – client and business management system for IFAs
Asset spread by risk profile excluding residential property
Freedom – the client and business management system for IFAs
The client screen
Freedom – client and business management system for IFAs
Asset allocation – invested
Freedom – the client and business management system for IFAs
The client screen
Freedom – client and business management system for IFAs
Client 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.
Freedom – client and business management system for IFAs
Updating Wealth tracking
You can get Freedom
to automatically update
the values or enter
them manually
Freedom – the client and business management system for IFAs
The client screen
Freedom – client and business management system for IFAs
Wealth tracking chart
Freedom – the client and business management system for IFAs
The client screen
Freedom – client and business management system for IFAs
Client action outstanding
This area of Freedom allows you to record things that require action as well as
creating a client history profile.
Freedom – client and business management system for IFAs
Client action history
Once an item is resolved it is archived into resolved action
Freedom – the client and business management system for IFAs
Main Menu
From the Main Menu you can view or print all
outstanding action for any or all employees up
to any date
Freedom – client and business management system for IFAs
Employee action
Freedom – client and business management system for IFAs
Employee action outstanding
A red date denotes that an action is due. To resolve the action to history
simply tick the resolved box.
Freedom – client and business management system for IFAs
Client reviews due
You can also view or
print client reviews due,
again for all or any
individual adviser
Freedom – client and business management system for IFAs
Client reviews due
Freedom – the client and business management system for IFAs
Main Menu
Freedom – client and business management system for IFAs
Find a policy
This screen provides several functions.
Firstly, you can search for a policy
by clicking any of the blue headers.
Freedom – client and business management system for IFAs
Client tangible assets
This screen shows the total cash and tangible asset
values of every client. The detailed report subtotals
the cash and assets for each client which can be
useful when interest rates are low or property prices high.
Freedom – client and business management system for IFAs
Client tangible assets detailed report
Freedom – client and business management system for IFAs
Find a policy
Freedom – client and business management system for IFAs
Policies due to expire
Select a date range and all policies due to expire within
the range are listed or can be printed along with
the client adviser.
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.
Freedom – the client and business management system for IFAs
Time
Freedom – the client and business management system for IFAs
Adding time
The time entry screen
is quick and simple to
complete and adds
a value based on the
time spent and
charging level set for
the employee.
Bulk entry allows you
to set the employee
and date if you are
inputting from a timesheet.
Freedom – the client and business management system for IFAs
Time Menu
you can then view
time over any date
period, for all or a
specific employee,
for all or a specific
work type
Freedom – the client and business management system for IFAs
Viewing time
By clicking on the I & E summary from the client screen and then
Time, you can see all the time spent on a specific client over any period
Freedom – the client and business management system for IFAs
Client time report over a specified period
Freedom – the client and business management system for IFAs
Main Menu
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.
Freedom – the client and business management system for IFAs
Main Menu
Freedom – the client and business management system for IFAs
Fees Menu
Freedom – the client and business management system for IFAs
Adding a Fee agreement
Freedom – the client and business management system for IFAs
Fee Menu
Freedom – the client and business management system for IFAs
Viewing Fees
Freedom – the client and business management system for IFAs
Main Menu
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
Freedom – the client and business management system for IFAs
Viewing the New Business Register
Freedom – the client and business management system for IFAs
Editing New Business
Freedom – the client and business management system for IFAs
Editing New Business commission style and values
Freedom – the client and business management system for IFAs
Main Menu
Freedom – the client and business management system for IFAs
Funds Menu
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.
Freedom – the client and business management system for IFAs
Fund Summary – Investors in a fund
Freedom – the client and business management system for IFAs
Fund Summary - All invested Funds
Freedom – the client and business management system for IFAs
Fund Summary - All invested Funds
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, email, phone, fund name,
fund value, units held, provider and provider address
Freedom – the client and business management system for IFAs
Funds Menu
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
Freedom – the client and business management system for IFAs
Funds Menu
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.
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.
Freedom – the client and business management system for IFAs
Funds Menu
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.
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
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.
Freedom – the client and business management system for IFAs
Comparative Asset Performance Statistics chart
Freedom – the client and business management system for IFAs
Comparative Asset Performance Statistics data
Freedom – the client and business management system for IFAs
Selecting a client
Freedom – client and business management system for IFAs
The Client screen
Freedom – the client and business management system for IFAs
I & E (income & expenditure) Summary
The I & E Summary
from the Client screen
allows you to view the
detail of each heading.
You can also select
a specific date range
to view profitability over
a set period.
Freedom – the client and business management system for IFAs
I & E (income & expenditure) Summary – Income received
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 0844 734 3465 or click the button below
to send us an email
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