Investor Presentaiton

2 Expanded capabilities to enhance the advisor value proposition We are digitizing key advisor workflows to help drive practice - scalability and efficiency ClientWorks Connected 1 2 3 4 5 6 M Attracting Prospects (Lead gen) Turning Prospects New Account into Clients (Getting to yes) Onboarding (Attracting new assets) Managing Portfolios (Creating great investor outcomes) Client Management (Goals-based planning) Servicing Client Requests (Helping clients live their lives) For each of the platforms, we are integrating a free solution as well as leading third-party options LPL Financial Member FINRA/SIPC 13

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