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. Freedom – the client and business management system for IFAs Setting the risk models. Freedom – the client and business management system for IFAs Setting the risk models. Remember you can create as - PowerPoint PPT PresentationTRANSCRIPT
Freedom – the client and business management system for IFAsMain Menu
Freedom – the client and business management system for IFAsSetting the risk models
Freedom – the client and business management system for IFAsSetting the risk models
Remember you can create as many risk levels as you wish
and choose your own headings
Freedom – the client and business management system for IFAsCreating a risk model
Freedom – the client and business management system for IFAsThe risk models can then be printed
Freedom – the client and business management system for IFAsFrom a client click Asset Allocation
Freedom – the client and business management system for IFAsAsset Allocation – Setting the risk
The client’s recordedrisk is used as thedefault but this can
be changed as requiredto see the impact of
a different risk profile.
Freedom – the client and business management system for IFAsAsset Allocation - Selecting the criteria
Select which assets you wish to include
Freedom – the client and business management system for IFAs Asset Allocation
The recorded risk isdisplayed along with
the model used.
…and the blue (clickable) headings allow you to displaythe information in any order
Freedom – the client and business management system for IFAsThe printable version for the client
Freedom – the client and business management system for IFAsViewing the impact on change of risk profile
You can now selecta different modelto see the impact
on the chosen assets
Freedom – the client and business management system for IFAsAssessing the affect on change of risk profile
A warning reminds you thatthis is not the recorded risk
profile for this client.
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 seejust how easy Freedom is to use for all of your staff.
If you would like more information or a live no obligation onlinedemonstration 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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