1. Next-Generation Online ClientReporting Capabilities Rich Internet Reporting for Online Financial Management

2. Actuate Corporation

3. The World’s Major Firms Rely on Actuate

4. The World’s Largest Banks Depend on Actuate for Online-Channel Reporting Largest Banks in the World by Total AssetsAssets in Millions of Dollars Actuate’s advanced reporting helps the world’s largest banks improve their online presence and customer satisfaction

5. Actuate Delivers the Full Spectrum of Online Channel Reporting Applications

6. “Clients need to view and access dozens of different portfolio products. We need togive them a complete picture from a single, sophisticated and aggregated dashboard.” “Clients want to see the value we are adding. There’s a ‘show me’ attitude now, and clients are more engaged. You demonstrate the value with better reporting and you engage them with online information.” World’s Leading Wealth Manger Global Top 3 Firm “Sophisticated Online Delivery is massively important as we enter new markets. ‘Emerging wealth and core affluent’ clients are a new breed.” UK Leading Investment Firm “We are far behind our competitors in this area and this project is about catching up. We also think of Google as our competition.” Dominant US Bank “Online User Experience is extremely important. Clients want more access to information in an elegant and efficient interface. We’re trying to stay in front of the competition. Top 3 Asset and Custody Manger What’s Motivating the World’s Leading Wealth Managers Stimulate Growth Client Satisfaction & Retention Maintain Parity and Competitive Advantage

7. Web Live Online Analysis Evolution of Online Channel Reporting • Live Excel • What-if analysis • Charts and graphs • Data slicing and dicing • Customer-defined layouts Next Generation Capabilities Live Interaction, Online Analysis, Live Excel, Personalization User Needs • Unified dashboard views • Parameterization • Ad hoc reports Roadmap Capabilities Consolidation,Parameterization • Balance and transaction detail information • Current day, prior day and historical reporting • Multi-currency reporting • Print, fax and e-mail options • Batch and real-time Existing Capabilities Basic accountinfo delivery,drill downand static export Time

8. Next-Generation Enabling Technologies and New User Demands Are Emerging • Rich Internet Experience • Web 2.0 • Portlet components • XML and derivatives • Dynamic, Ajax-based UI Personal Dashboards Integrate data from multiple sources Multi-account views Cross-account planning SOA Infrastructure Leverage existing systems and components Standardization Data-driven environment Open APIs to customize apps

9. What’s Setting Expectations Today

10. Unify Accounts:Comprehensive View of All Accounts

11. Personalize Presentation:Customizable, Rich Internet Experience

12. Stimulate Interaction:Provide Google-Like Dynamic User Experience

13. 1 2 3 Simplify Decisions: Support Workflow and Decision-Making

14. PersonalizePresentation My View SupportWorkflow Simplify Decisions StimulateInteraction Google-like Summary: Goals for Next Generation Online Client Reporting • UnifyAccounts • Active Dashboard