Product Management Fireside Chat

Agenda Introductions Iterative Delivery & Continuous User Engagement Junxure Cloud In The Coming Year New Navigation & Editing Actions Inline Demonstration Innovation Exercise Q&A 2017 ADVISOR CONFERENCE

Iterative Delivery & Continuous User Engagement Deliver Highest Value Quickly Iteratively Deliver Features & Improvements Over Multiple Releases Innovation Sessions Increased Use of Proof of Concepts User Review Sessions What Challenges Are You Facing That Junxure Can Help With? Dynamic Feature Improvement Feedback Sessions Monthly Releases & Early Adopters Strategy 2017 ADVISOR CONFERENCE

Junxure Cloud In The Coming Year Emphasizing Efficiency & Leveraging Data How Can Junxure Improve Your Efficiency by 10%, 20%, 30%??? User Navigation & Workflow (Actions, Service Monitor) Efficiency Focusing on Roles and YOUR Way of Doing Business Business Management, Reporting, and Business Intelligence New “and Improved” Integrations Technology Adoption: Mobile & Changing How You Interact with Clients 2017 ADVISOR CONFERENCE

User Navigation & Workflow Efficiency What is YOUR Most Efficient User Experience? User Navigation Iterative Navigation Improvements Screen Layout Efficiency Firm and User Level Customization to Improve Role Productivity Workflow Simplified Configuration Adjustable Levels of Detail & Information Efficiency Editing Improvements Automatic Triggers From Data 2017 ADVISOR CONFERENCE

Business Management, Reporting & Business Intelligence What is YOUR Best Way to Quickly Absorb Information? Dashboards Morning Plan – What is YOUR To Do List For the Day 60 Second Client View For a Personalized Touch Custom Information Summarization Reporting Increased Rate of Standard Reporting Development Custom Reports Advanced Business Intelligence Reporting Benchmarking 2017 ADVISOR CONFERENCE

Integrations What Information is Meaningful for YOUR Junxure Experience? Efficient Use of Data Asset Management Document Control Financial Planning Forms Applications Marketing Automation Tighter Coupling With Workflow to Improve Efficiency 2017 ADVISOR CONFERENCE

Technical Adoption How Will YOU Interface with Your Client of the Future? Mobile – “On the Road” Expanding How Advisors Stay in Touch Continuously Improving Client’s Immediate View of Information Mobile – “In the Office” Why Paper? Taking the Client Experience Into the 21st Century New Interactive Paradigms How Long Before Alexander Graham Bell’s Invention is Obsolete? 2017 ADVISOR CONFERENCE

New Navigation & Editing Actions Inline Demo 2017 ADVISOR CONFERENCE

Innovation Exercise & Questionnaire eMoney Snapshot Widget Contact Information Client Record What’s on YOUR Dashboard? Time per Client by Advisor Client Asset Allocation New AUM Added by Advisor Pending Actions Your widget 2017 ADVISOR CONFERENCE

Q&A 2017 ADVISOR CONFERENCE