LUDIQUEforIFAs: The System


The System	Client Support	Data Capture Service	Cost

With any database - the more you put in, the more you can get out.

LUDIQUEforIFAs maximises what you can get out without compromising simplicity or price.

Click the pink links below for screenshots of search options, data forms and dynamic charts


	Contacts	Communications
	Policies	Accounts
	My IFA (inc Compliance Registers)	Commission
	Staff Records	Funds
	Providers and Companies	Valuations
		Actions (Policy Funds)

Management Information

Dynamic Charts		View Contact, Policy, Accounts and Commission data and select criteria to dynamically change the data displayed 'on the fly'
'One Click' Reports
	Overview	Easily generate a complete graphical and statistical overview of your business to Excel for business development or planning
	Business Submitted	Easily generate a graphical and statistical report for your entire business or a particular adviser for any date range including a New Business Register, Policies Ended, Policies Transferred and Premiums paid list.
	Compliance Registers	Export all Business Registers into a single Excel workbook
	Accounts Report	Generate consolidated accounts data for all payments, receipts and outstanding amounts over any date range
	Commission Report	Generate consolidated data for all commission paid and owing over any date range

Each PC should have up-to-date, licenced copies of the following software installed:

Where LUDIQUEforIFAs is used in a multi-user environment, all PCs and users will need to access a shared folder on a networked drive.

LUDIQUEforIFAs is not an 'online' system but may be access remotely depending on the resources available.