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

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.

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.

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

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

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.

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 simply and 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 boxes provide the ability to filter the report in many different 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

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

Freedom – the client and business management system for IFAsAdding a provider receipt …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 client and then select a fee agreement. You can also enter a client receipt without the client having a fee agreement.

Freedom – the client and business management system for IFAsAccounts Menu 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

Freedom – the client and business management system for IFAsViewing receipts 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 balance will 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 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 IFAsFund Summary – Investors in a fund

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

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

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 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 Main Menu