Montgomery Investment Technology, Inc. FinTools ® Software and Consulting Montgomery Investment Technology, Inc. FinTools ® Software and Consulting Option Tracker ™ & FAS123R Toolkit

Fall 2005 © Montgomery Investment Technology, Inc. 2 Overview Montgomery Investment Technology, Inc., a leader in option pricing software and compensation consulting, offers Option Tracker™, a software tool designed to make Employee Stock Option (ESO) administration, valuation and financial reporting easy! The integrated functions of Option Tracker are contained within 2 four-step processes:  Administration  Valuation

Fall 2005 © Montgomery Investment Technology, Inc. 3 Administration - Plans

Fall 2005 © Montgomery Investment Technology, Inc. 4 Administration - Grants

Fall 2005 © Montgomery Investment Technology, Inc. 5 Administration - Employees

Fall 2005 © Montgomery Investment Technology, Inc. 6 Administration - Transactions

Fall 2005 © Montgomery Investment Technology, Inc. 7 Administration Reports

Fall 2005 © Montgomery Investment Technology, Inc. 8 Administration Reports

Fall 2005 © Montgomery Investment Technology, Inc. 9 Administration Reports

Fall 2005 © Montgomery Investment Technology, Inc. 10 Administration Reports

Fall 2005 © Montgomery Investment Technology, Inc. 11 Administration Reports

Fall 2005 © Montgomery Investment Technology, Inc. 12 Administration Reports

Fall 2005 © Montgomery Investment Technology, Inc. 13 Administration Reports

Fall 2005 © Montgomery Investment Technology, Inc. 14 Administration Reports

Fall 2005 © Montgomery Investment Technology, Inc. 15 Administration Reports

Fall 2005 © Montgomery Investment Technology, Inc. 16 Administration Export to Excel

Fall 2005 © Montgomery Investment Technology, Inc. 17 Administration Stock Split & Password

Fall 2005 © Montgomery Investment Technology, Inc. 18 Valuation – Volatility Calculator

Fall 2005 © Montgomery Investment Technology, Inc. 19 Valuation – Dividend

Fall 2005 © Montgomery Investment Technology, Inc. 20 Valuation – Interest Rate

Fall 2005 © Montgomery Investment Technology, Inc. 21 Valuation – Calculator

Fall 2005 © Montgomery Investment Technology, Inc. 22 Valuation – Lattice Calculator

Fall 2005 © Montgomery Investment Technology, Inc. 23 Valuation Reports

Fall 2005 © Montgomery Investment Technology, Inc. 24 Valuation Reports

Fall 2005 © Montgomery Investment Technology, Inc. 25 Valuation – Cost Attribution Report

Fall 2005 © Montgomery Investment Technology, Inc. 26 Valuation – Forfeiture Report

Fall 2005 © Montgomery Investment Technology, Inc. 27 Valuation Reports

Fall 2005 © Montgomery Investment Technology, Inc. 28 Valuation Reports

Fall 2005 © Montgomery Investment Technology, Inc. 29 Valuation – Earnings Per Share

Fall 2005 © Montgomery Investment Technology, Inc. 30 Valuation – Diluted EPS

Fall 2005 © Montgomery Investment Technology, Inc. 31 Valuation – EPS Calculations

Fall 2005 © Montgomery Investment Technology, Inc. 32 Valuation – Adjusted Outstanding Options

Fall 2005 © Montgomery Investment Technology, Inc. 33 Valuation – Assumed Proceeds

Fall 2005 © Montgomery Investment Technology, Inc. 34 OT Features Other Features Include: Ability to perform Stock Splits Ability to maintain information for multiple companies Ability to give Read-only access in either and/or both Administration and Valuation Ability to password protect company database Ability to back up and restore company database from within the program

Fall 2005 © Montgomery Investment Technology, Inc. 35 Target Market Option Tracker™ is ideal for small to medium sized companies with a need to simplify option grant administration and generate useful reports. The Black-Scholes, Binomial and volatility models in the Option Tracker™ comply with FAS 123R and SEC valuation and reporting standards. The option and volatility models within the software have been extensively used for over 10 years by FASB, Big 4 accounting firms, valuation consultants and many corporations. Option Tracker™ has been designed to be useful to a wide range of corporate managers, from the HR Manager and Stock Option Administrator to the CFO, Treasurer and Controller.

Fall 2005 © Montgomery Investment Technology, Inc. 36 System Requirements Operating Systems  Windows NT/2000/XP Software  Excel Stock Option Activity Report requires Excel 97 or higher. Option Tracker Tools require Excel 2000 or higher. Memory  RAM – 256 MB or more  Disk Space – 40 MB (on each client if on a network)

Fall 2005 © Montgomery Investment Technology, Inc. 37 Pricing LeasePurchase* Option Tracker FAS 123 Toolkit Advance Single User License$2400$3600$1995 Corporate License ( 2 users)$3000$4500$3000 Network License (4 Users)$3600$5400$4000 Technical support and maintenance update contract is 25% of the List Price per annum Technical Support Additional custom feature design and development available at a rate of $ per hour. All product maintenance and enhancements at no extra charge. Complete user training by product manager. Technical support by expert technicians. Interest rate updates will be provided periodically. * Purchase Price Includes 6 months of Free Support and Maintenance

Fall 2005 © Montgomery Investment Technology, Inc. 38 Availability Inquire if you qualify for a FREE 30 - day demo. Option Tracker  Downloaded from the web  Order a CD Contact Phone: Web:

Fall 2005 © Montgomery Investment Technology, Inc. 39 Other Products & Services FAS123 ToolkitVolatilityCalc OPTIONS XLFinData UTILITY XLOptionsCalc EXOTICS XLExoticsCalc RISK XL Visit our website for more information: Phone: Fax: