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BDUG 2005 Annual Meeting

This overview provides insights into Xcitek, a leading global provider of market data, corporate actions software (XSP™), and staffing services, as presented by John Kehoe, Senior Sales Executive. Founded in 1986, Xcitek operates with over 160 employees across three locations worldwide and serves over 2,000 data clients. The presentation highlights the features and benefits of Xcitek's market data solutions, corporate actions management, cost basis calculators, and the unique capabilities of the XSP software.

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BDUG 2005 Annual Meeting

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  1. BDUG 2005 Annual Meeting Overview of Products & Services October 25, 2005 Presented by John Kehoe Senior Sales Executive

  2. About Xcitek • Founded in 1986 • Leading Global Provider of: • Market Data • Corporate Actions Software: XSP™ • Staffing Services • 160+ employees at 3 global locations

  3. Xcitek Market Data Solutions • Premier Data Source for: • Corporate Actions • Cost Basis • Securities Class Actions • Over 2,000 Data Clients Worldwide • Strategic Partnerships with Leading Market Data Providers for Value-Added Benefits MARKET DATA

  4. Xcitek • Voted #1 • for the 10th consecutive year • by • The Summit Group & • Securities Operations Forum • for most corporate actions categories including: Bulk Data for North American Fixed-Income & Equity Securities Online Data for North American Fixed-Income & Equity Securities MARKET DATA

  5. Xcitek Market Data • ‘One Stop Shopping’ – Multiple Global Corporate Actions and Dividend Providers Available via One Interface • Convenient Delivery Platforms • File Transfer Protocol (FTP) • Inquiry & Portfolio Access via www.xcitek.com MARKET DATA

  6. Xcitek Online Data Services • Web-based Product Features • Five-Day Calendar • Income Audit • Intra-Day Alerts • ‘Pay As You Go’ Query Functionality • Portfolio Tracking Service • Security Master Service • Bond Manager MARKET DATA

  7. Xcitek Cost Basis • Cost allocation factors and tax opinions on all impacted events • One of Xcitek’s fastest growing data products • Cost Basis Calculator • Web-based, user-friendly solution MARKET DATA

  8. Xcitek Class Actions • Identify, track and collect from positions held in securities class actions • Key features • Customized Watch Lists • Email Alerts • Portfolio Monitoring • User-friendly, Web-based tool: http://xca.xcitek.com MARKET DATA

  9. Xcitek Class Actions MARKET DATA

  10. XSP Key Features & Functions • Complete Corporate Actions Data Management and Dividend Processing Functionality • Automated Production of ‘Golden Copy’ from Multiple Data Vendors & Custodians • Flexible Workflow Configuration & Diary Management • Comprehensive Rules-based Processing • Entitlement Calculation • Event Notification & Election Management • Audit Trail and Security SOFTWARE

  11. XSP Additional Modules • 30+ Vendor & Custodian Interfaces Including ISO 15022 • Automated Notifications & Election Responses • Reconciliation of Cash & Security Entitlements • eTRAN™ Web-based Client Notification & Election Capture Tool • Withholding Tax Processing • Management Reporting • Archive Viewer • Coming Soon…Securities Class Actions SOFTWARE

  12. XSP Key Benefits • Immediate Return on Investment (ROI) • Financial and Resource • Volume Insensitive • Reduce Operational Risk • Increase Quality & Control • Improve Client Service • Reduced Infrastructure Maintenance • Flexibility of a Modular Approach SOFTWARE

  13. eTRAN Features & Functionality • Web-based Notification & Tracking Tool • Automated Election Response Capture Tool • Multiple Selection and Sort Criteria – i.e., Date, Account, Corporate Action Type • Standardized Display and Election Process • Supports Partial Elections • Real-time Update of Election Responses in XSP • Potential for White Labeling • Simple Deployment to Decision Makers SOFTWARE

  14. XSP Client Base • 50+ XSP Global Clients Located in the US, Europe, Hong Kong, Singapore, Australia and Canada • Active Independent XSP User Group SOFTWARE

  15. Xcitek Staffing Services • Temporary and Full-time Placement • Operations, Outsourcing Support, Project Management, System Conversion Expertise • Extensive Experience in All Areas of Financial Services • Banks • Brokerage Firms • Investment Management Firms STAFFING

  16. Thank you! For more information, contact: John Kehoe Senior Sales Executive (205) 439-5759 jkehoe@xsp.com

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