TechLeaders 2015 Bob McGill, CEO & Founder, jaccomo

About Us 15 Years in Business:  Built with Private Equity  Started in the bank broker-dealer channel  Grew into new markets such as IBD, RIA and Institutional What We Do:  Integrate Data Across All Custodians  Books and Records Management  Commissions Accounting  Compliance Surveillance  e-forms & Workflow

What’s the Deal with our Name? Accounting Commissions Compliance j-a-c-c-o-m-o !!

What Makes Us Different? Assembling an Integrated Picture of the Business

 Cloud Based  Highly Secure  Rules Driven  Flexible data access:  APIs  Excel Export  SQL Tool  Report Builder  Modular jCore Basics

jCore Demo

Double click on Frank Allison Double click on “Detail” Button jCore Demo

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jCore Demo

jCore Demo Wrap-Up How we “Get There From Here”: We can look at the business from one starting point and drill down to see many different scenarios:  Contact Detail and History  Account Level Views  Suitability  Payouts  Compliance jCore’s holistic solution gives your firm a clear picture of your operation Front Middle Back Office

If You Don’t Know jaccomo……you should!