© 2014 Albridge Solutions, Inc., an affiliate of Pershing LLC, member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary and confidential. New Albridge Wealth Reporting Enhanced Advisor Experience Marissa Madiara VP, Product Manager Albridge, an affiliate of Pershing, a BNY Mellon company

2 © 2014 Albridge Solutions, Inc., an affiliate of Pershing LLC, member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary and confidential. Agenda Engaging Clients With the New Albridge Wealth Reporting 2 2 Introduction and Overview Questions

3 Introduction and Overview

4 © 2014 Albridge Solutions, Inc., an affiliate of Pershing LLC, member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary and confidential. Enhanced Advisor Experience Advisor Dashboard Focused –Quick and Simple Access to Relevant Data –Interactive Screens –Any Data, Anytime Access –Improved Service for Clients Smart Search Functionality Improved Branding Responsive Design –Tablet and Browser Experience Advisor Dashboard Focused –Quick and Simple Access to Relevant Data –Interactive Screens –Any Data, Anytime Access –Improved Service for Clients Smart Search Functionality Improved Branding Responsive Design –Tablet and Browser Experience

5 Engaging Clients With the New Albridge Wealth Reporting

6 © 2014 Albridge Solutions, Inc., an affiliate of Pershing LLC, member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary and confidential. Portfolio values on the home page Save clients for immediate access Instant Access to Recent Clients

7 © 2014 Albridge Solutions, Inc., an affiliate of Pershing LLC, member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary and confidential. Quickly find clients by their name, account name, account number or ID Global Smart Search Capabilities

8 © 2014 Albridge Solutions, Inc., an affiliate of Pershing LLC, member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary and confidential. Account and Portfolio Summary Screens with quick links to view the portfolio information or run a report New Client Dashboard

9 © 2014 Albridge Solutions, Inc., an affiliate of Pershing LLC, member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary and confidential. Instantly send clients their PDF reports Save up to 25 reports for future reference On-Demand Report Access

10 © 2014 Albridge Solutions, Inc., an affiliate of Pershing LLC, member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary and confidential. Interactive Drill Down Screens to move from summary to detailed information with the click of a button New Portfolio Dashboard

11 © 2014 Albridge Solutions, Inc., an affiliate of Pershing LLC, member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary and confidential. Have more focused and clearer conversations with your clients Dynamic Charting Capabilities

12 Questions?

13 © 2014 Albridge Solutions, Inc., an affiliate of Pershing LLC, member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary and confidential. Disclosures © 2014 Albridge Solutions, Inc. Albridge Solutions, Inc. is an affiliate of Pershing LLC, member FINRA, NYSE, SIPC, a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Trademark(s) belong to their respective owners. For professional use only. Not for distribution to the public. The information contained herein, including any attachments, is proprietary to, and constitutes confidential information of Albridge Solutions, Inc. It may not be reproduced, retransmitted or redistributed in any manner without the express written consent of Albridge.