InfoSlips documents reinvented. Alpha Wealth Statement High Fidelity Mock-Ups

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. Internal Brainstorm Low fidelity mock-up High fidelity mock-up Build template Customer Workshop

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

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

Home Page

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

The client’s details will be pre-populated with the fields missing being empty Update button will send a pre-populated back to a dedicated Alpha Wealth box Compliance status will be highlighted to the recipient FICA & FAIS Compliance status will be highlighted to the recipient My details

Wealth Manager & Team Better communication with the rest of the team, by means of an pre-populated with the recipient information Better communication with Wealth Manager by means of Skype, Phone, Marketing Material space holder, which can change monthly Schedule a meeting with the Wealth Manager by means of pre-populated to the wealth manager’s address

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

Holding & Transactions Drill through to underlying transactional data containing the Holdings and Transactions. Filters can be applied to headings for ease of filtering Complaints can be logged with a pre- populated to the service desk New Services can be introduced by means of the ‘Service’ link

Way Forward Once signoff is obtained the template development will commence

Fin!