. . . To unlock opportunities with proactive customer management Stay on top of your clients’ portfolio thanks to our state-of-the-art lifecycle management technology. We offer full automation of the post trade cycle, proactively notifying you when a client engagement opportunity arises. Deliver best in class client service thanks to our dynamic factsheet generation. No more spreadsheets or manual work, everything you need is just one click away. Live Features •Performance analytics •Visualization of lifecycle events •Dynamic factsheets •Notifications monitor I nvestor I nvestor Explorer Explorer Performance Performance Not if icat ions Notificati ons Trader Trader In development Al erts Al erts •Proactive email reminders Messages Messages •Calendar exportable to Outlook External Support •Import your legacy portfolio •Import notes executed outside of your trading desk •Support for multiple issuers 9 PRIVATE AND CONFIDENTIAL