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InfoSlips documents reinvented.

Alpha Wealth StatementHigh Fidelity Mock-Ups14-01-2014

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Where are we in the process?

To help us deliver a quality InfoSlip, that meets the recipients' needs, we guide you through this design process. We are at the high fidelity mock-up stage.

InternalBrainstorm

Low fidelity mock-up

High fidelitymock-up

Buildtemplate

Customer Workshop

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The purpose of the high fidelity mock-up

- To give you a good idea of what the InfoSlip will look like

- To get brand sign-off- To use it internally and the intended recipients to

assist with change management

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Archive allows the recipient to see all the historical slips sent from InfoSlips

Newsletter will open online location if the client is online, if offline the tab will be hidden

Main Navigation

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Home Page

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A dropdown list will appear if multiple accounts are held with Alpha Wealth

Bubbles size represents the size of the Portfolio in each sector

Performance will display green and red based on negative and positive gain

Total Portfolio value will changed based on the Individual / Household selected

Performance per type

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The client’s details will be pre-populated with the fields missing being empty

Update button will send a pre-populated email back to a dedicated Alpha Wealth email box

Compliance status will be highlighted to the recipient

FICA & FAISCompliance status will be highlighted to the recipient

My details

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Wealth Manager & Team

Better communication with the rest of the team, by means of an pre-populated email with the recipient information

Better communication with Wealth Manager by means of Skype, Phone, Email

Marketing Material space holder, which can change monthly

Schedule a meeting with the Wealth Manager by means of pre-populated email to the wealth manager’s email address

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Performance Exposure

The Exposure is detailed on graph with comparison between Asset Value & %Return

The recipient can view their YTD % Return

The recipient can view their underlying Exposure per Fund, with its Fund Manager, Service Provider and online Fund Fact Sheet

Risk Tolerance Indicator per recipient will be indicated

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Holding & Transactions

Drill through to underlying transactional data containing the Holdings and Transactions. Filters can be applied to headings for ease of filteringComplaints can be logged with a pre-populated email to the service desk

New Services can be introduced by means of the ‘Service’ link

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Way Forward• Once signoff is obtained the

template development will commence

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Fin!