The oxygen of wealth management.

Client navigation and user experience changes External consultant Digilante interviewed users in q4 2017 Two phases of implementation of recommendations Phase 1 _ menu’s and easier navigation Phase 2_ Validation of account set up to help identify any missing data, Dashboards to centralise the overall and client activities

What has changed in this release? Menu’s are on the top bar and grouped in logical structure Actions are under one call to action button Tool tips guide you as to purpose of the fields Some fields are removed and mandatory fields indicated Your Logo in top left Look and feel of pages …

Old menu New menu Menu’s on horizontal bar

Menu’s grouped _ Account All Active Clients data

Menu Entity Manager Entities, APL, and summary of all clients

Menu Investment Models, Strategies, Securities and Templates

Menu Order Alerts for rebalance, Order pad and rebalance in bulk

Menu _ Process New client and process withdrawals, and schedule reports

Tool tips _ just hover over the

Mandatory fields indicated with *

Super Simplifier Clients automatically added as Authorised Signatory on creation

Call to action buttons … Click to see drop list of actions

Your logo If you have access to 2 practices with different logo’s the AFSL logo is shown

Coming soon….

Next release _ Client Dashboard

Home Dashboard Total Holdings Top 5 Holdings Top 5 pending tasks Top 10 Clients by $ value Pie Chart indicating the Asset class grouping Top 5 Order Alerts

Validation on Account opening Click on Validate to know what data is missing

Thank you