Investor Presentaiton

CRD Overview . . • Long-standing global enterprise CRD's primary focus is providing solutions that automate front office workflows and middle office investment management functions across asset classes on a single platform. Serves more than 300 of the world's largest institutional investment managers, asset owners, alternative investment managers, and wealth managers - Additionally offers a comprehensive wealth management solution for wealth managers, sponsors, advisors, and private bankers $25T on platform with 25,000 investment professional users across 40 countries 238 Attractive growth profile' Adjusted Operating Revenue ($M) 7% CAGR 311 109 2013 2017 Income ($M) 8% CAGR 149 2013 2017 Broad client base and business segmentsⓇ Asset Owners, Other, 4% Alternatives, APAC, 8% • Contemporary technology architected to integrate third party solutions 5% Professional Svcs⁹, 12% 5% Wealth Managers, 18% EMEA, 18% Trading Support, 16% . • Headquartered in Burlington, MA with offices in 11 • global locations and 745 employees Recent industry awards include: - Best Buy-Side Compliance Product at Waters Technology's Buy-Side Technology Awards 2017 - Best Portfolio Management at ClearView's WealthBriefing Asia Awards 2018 Refer to the Appendix included with this presentation for endnotes 1 to 22. Asset Managers, 68% Americas, 74% Software Solutions, 72% Client type Region Business line STATE STREET. 4

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