The document presents a concept for the website of Bay Point Advisors. It includes pages for the main gateway, secured lending, asset management which requires login, asset experience with bios of team members, contact details and maps, and appendices with examples of login, registration, legal disclaimer and loan request forms. Clicking on various parts of the website would take the user to separate pages or secure areas with relevant information and functions.
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BAY012_Presentation v3_10AUG16
1. Page 1
Main page with gateway.
A
B
Clicking here will
take the reader to
a separate page for
client registration
or to log in. See
appendix A for a
visual respresentation
of this link.
Clicking here will take the reader to
a separate page for the entire legal
disclaimer in full. See appendix B for a
visual respresentation of this link.
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2. Page 2
Secured lending page.
C
Clicking here will
take the reader to
a separate page for
the client to fill out
a loan request form.
See appendix C for a
visual respresentation
of this link.
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3. Page 3
Asset management page, main.
Secured area requiring login.
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4. Page 4
Asset management page, overview.
Secured area requiring login.
?
Clicking here does not
require additional secure
logging in. Once the
reader has logged into
their account, they remain
logged in and can access
these portals. the lock
icon is merely a reminder
their information is
secure, as is the Bay Point
Capital documents they
can access.
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5. Page 5
Asset management page, performance.
Secured area requiring login
?
The performance
table and chart is fully
editable online by the
account holder.
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6. Page 6
Asset management page, Bay Point document downloads.
Secured area requiring login.
?
These documents
and the online
commentary are
updated by bay Point
Capital as necessary.
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7. Page 7
Asset experience page, Kauffmann.
?
Easily intuitive
navigation allows the
reader to select the
bio of a Bay Point
Capital team member.
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8. Page 8
Asset experience page, Andros.
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9. Page 9
Asset experience page, Jacobs.
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10. Page 10
Asset experience page, Dempsey.
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11. Page 10
Contact us page.
?
Direct links to Google
Maps allow the reader
to access a map of
either locations with
driving directions.
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12. Appendix A
Login page
?
This is a sample of an
existing SquareSpace
login page. The Bay
Point Capital login
page will show a
username in addition
to the needed
password.
As well, there will
be a password reset
option.
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13. Appendix B
Registration form
?
Final layout may look
entirely different and
will be coded via
SquareSpace. This
layout is indictaive of
the data fields only.
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14. Appendix C
Legal disclaimer
?
Close window icon
will return the reader
to where they were
when they clicked to
read it.
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15. Appendix D
Loan request form
?
Final layout may look
entirely different and
will be coded via
SquareSpace. This
layout is indictaive of
the data fields only.
Bay Point Advisors—Website concept presentation v2 2016alphaLABC R E A T I V E E N E R G Y
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