1. The oxygen of wealth management.

2. 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

3. 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 …

4. Old menu
New menu
Menu’s on horizontal bar

5. Menu’s grouped _ Account
All
Active Clients data

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

7. Menu Investment
Models, Strategies, Securities and Templates

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

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

10. Tool tips _ just hover over the

11. Mandatory fields indicated with *

12. Super Simplifier Clients automatically added as Authorised Signatory on creation

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

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

15. Coming soon….

16. Next release _ Client Dashboard

17. 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

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

19. Thank you