2. GRENDEL APPLICATION SUITE © Big Brain Works, Inc.

3. GRENDEL APPLICATION SUITE © Big Brain Works, Inc.

4. GRENDEL APPLICATION SUITE © Big Brain Works, Inc.

5. GRENDEL APPLICATION SUITE © Big Brain Works, Inc.

6. ADOPTION: NEVER A BETTER TIME FOR THIS DISCUSSION

7. © Big Brain Works, Inc. ADOPTION – VENDOR/PARTNER RESPONSIBILITY

8. © Big Brain Works, Inc. ADOPTION – RIA/BD/ADVISOR RESPONSIBILITY

9. Client’s perception of the wealth management experience are currently going through a radical shift Advisors without an appropriate technology solution are behind these expectations Advisors who don’t adapt, and soon, will be outmoded © Big Brain Works, Inc. DANGER – NON-ADOPTION

11. © Big Brain Works, Inc. ‘KNOW YOUR ENEMIES’ - Sun Tzu (The Art of War) Know the strengths & weaknesses

12. © Big Brain Works, Inc. OPPORTUNITY: CREATE AN UNFAIR ADVANTAGE

14. © Big Brain Works, Inc. ‘KNOW YOUR ENEMIES… AND KNOW YOURSELF’ - Sun Tzu (The Art of War) How are you creating an advantage over your competition?

15. © Big Brain Works, Inc. IS YOUR CURRENT SOLUTION ENOUGH?

16. © Big Brain Works, Inc. GRENDEL CAN HELP. IS YOUR CURRENT SOLUTION ENOUGH?

17. © Big Brain Works, Inc. DOES YOUR SOLUTION HAVE: FINANCIAL PRO DESIGNS NATURAL HOUSEHOLDING SOPHISTICATED WORKFLOWS INDUSTRY INTEGRATIONS SOLUTION – STANDARD CRM

18. © Big Brain Works, Inc. DOES YOUR SOLUTION HAVE: OBJECT CREATION CLIENT PORTAL INTEGRATIONS COMMAND STANDARDIZATIONS COMMAND ACCESS SOLUTION – ADVANCED CRM

19. © Big Brain Works, Inc. DOES YOUR SOLUTION HAVE: AGGREGATION/FEEDS ACCOUNT DETAIL AND GROUPS INSURANCE CAPABILITIES INVESTMENT POLICY STATEMENTS SOLUTION – WEALTH CAPABILITIES

20. © Big Brain Works, Inc. SOLUTION - PERFORMANCE DOES YOUR SOLUTION HAVE: SEAMLESS PERFORMANCE TIME AND MONEY WEIGHTED AUTO-HOUSEHOLD RETURNS DAILY RETURNS

21. © Big Brain Works, Inc. SOLUTION – PRODUCT MANAGEMENT DOES YOUR SOLUTION HAVE: PRODUCT DETAILS ACCOUNT AUTO-REFERENCE RESEARCH TRACKING COMMAND FEEDS

22. © Big Brain Works, Inc. SOLUTION – CLIENT PORTAL DOES YOUR SOLUTION: MEET CLIENTS EXPECTATIONS CAN CLIENTS SERVICE THEMSELVES COLLABORATION TOOLS DRIVE OPPORTUNITIES

23. © Big Brain Works, Inc. YOU VS YOUR COMPETITION