1. UNIFY AND SIMPLIFY The challenge of platform fragmentation Richard Hwang AVP, Sales & Strategy

2. LATE NIGHT 12AM – 7 AM MORNING 7AM – 10 AM DAYTIME 10AM – 5PM EVENING 5PM – 8PM PRIME 8PM – 12AM Google Andriod12% Apple iPhone26% Apple iPad12% Apple Mail8% Gmail6% Outlook.com6% Yahoo! Mail5% 58% 20% 15% 5% 1

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4. Staff’s Laptop Joe Ackerman Meeting at 10 AM Tomorrow Joe Ackerman Meeting at 10 AM Tomorrow Joe Ackerman New Client Notes Traded Emails to Joe Advisor’s Laptop Meeting at 10 AM Tomorrow Joe Ackerman New Client Notes Traded Emails to Joe Advisor’s Phone Staff’s Tablet SmartOffice Anywhere

5. content is like water

6. Simply Unified