Eclipse & Communities Orion Advisor Services George Svagera VP, Business Development, Orion Advisor Services

portfolio accounting technology by advisors, for advisors that liberates you, so you can enjoy your business again.® ORION IS:

ABOUT ORION 1,300+ advisor & institutional contracts $600+ billion in assets under administration 2M+ accounts — growing at a firm a day 350 employees, 80% in service and support ABOUT ORION

ORION About West Coast Office East Coast Office Orion HQ KYLE Omaha, NE West Coast Office Seattle, WA East Coast Office Hauppauge, NY KYLE

SCALE ORION INNOVATION INTEGRATION CUSTOMIZATION PORTFOLIO HOW DO WE DO IT? TO FIT YOUR BUSINESS SCALE ORION PORTFOLIO ACCOUNTING TECHNOLOGY TO MEET YOUR GROWTH DEMANDS INTEGRATION FOR GREATER EFFICIENCY INNOVATION TO ANTICIPATE THE NEEDS FOR ADVISORS

ORION SERVES: PORTFOLIO HOW DO WE DO IT? ACCOUNTING TECHNOLOGY Multi-custodial fiduciary advisors Firms in transition Retail RIAs, broker-dealers, broker-dealer RIAs, TAMPs Independent advisors Established firms SERVES: (4 of the top 10 Barron’s independent firms use Orion.)

Trade Order Management ORION Aggregation Client Portal SERVICES Reconciliation Mobile App Trade Order Management Composite Reporting KYLE Advisory Fee Billing Reporting

REASONS ADVISORS CHOOSE US Open integration approach Specialized support teams REASONS Cloud-based, mobile-friendly software Security approach (ISO, SSAE certs/ multi-factor) ADVISORS CHOOSE US Customizable reporting suite (including video) Rebalancing based on tax-efficient trading Client portal & app with unmatched experience Business intelligence

ASTRO IT WAS A BIG YEAR AT ORION ECLIPSE INTRODUCING ECLIPSE Integrated, customizable trading and rebalancing IT WAS A BIG YEAR AT ORION Peer-to-peer model sharing ASTRO Portfolio Optimization