WEALTH MANAGEMENT. Strengthen Client Relationships with Cost Effective Data and Technology Solutions

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1 WEALTH MANAGEMENT Strengthen Client Relationships with Cost Effective Data and Technology Solutions

2 WEALTH MANAGEMENT Offer your advisors and clients the leading-edge tools and technology they need in today s Wealth Management marketplace Develop a tailored Wealth Management solution that fits your business while controlling costs Choose data from a comprehensive array of sources from a single provider Reduce ongoing support and maintenance costs

3 Interactive Data provides the most comprehensive suite of market data solutions for wealth management firms, supporting more than 500 clients, 100,000 hosted desktop terminals and delivering more than 1 billion page views per month. We design, build and support custom branded solutions for projects in a wide range of technology frameworks or platforms. Reduce costs by up to 65%* with hosted advisor desktops Market-QSM, Interactive Data s browser-based real-time streaming market data desktop, provides advisors with the content and tools they need, while minimizing expenses by up to 65%. l Access real-time market data such as pricing, news and fundamentals, as well as robust tools. l Simplify back office and trade integration through API interface capabilities and flexible display configuration. l Leverage components to create a unique solution for your requirements and user preferences in a wide range of technology platforms or frameworks. Market-Q provides advisors with real-time data and sophisticated tools l Minimize costs with conflated, delayed and snap data to help reduce expenses and bandwidth consumption. l Optimize central client administration through webbased tools and entitlement control. *As experienced by an existing client; call us for more information.

4 OUR FULLY CUSTOMIZED WEB PORTALS CAN PROVIDE ADVISORS AND THEIR CLIENTS WITH THE TOOLS THEY NEED Our modular and cost-effective web portal solutions can provide your firm with data visualization, flexible delivery options and customization. l Access global market data, financial applications such as charts and news, and content from hundreds of third-party providers. l Leverage planning tools for creating model portfolios, selecting criteria from advanced screeners and benchmarking and evaluating performance. l Easily integrate custom solutions into a wide range of platforms or frameworks via fully-hosted pages, iframes, JavaScript, widgets or XML/JSON APIs. l Opt for entitlement and permission-based reporting for third-party providers, including vendor of record facilitation services.* *Where permitted by a third-party provider and subject to such third-party provider requirements. Web portal solutions are customized to support your unique requirements

5 MAKE INFORMED DECISIONS ANYWHERE, ANYTIME WITH MOBILE ACCESS We provide a broad range of mobile and tablet solutions that can stand alone or be seamlessly integrated via hosted components or APIs into existing mobile applications. l Access global streaming data and customized applications via popular hand-held devices, including iphone, ipad, Blackberry and Android. l Complement desktop and hosted offerings with mobile and tablet access tailored to your advisors needs. l Gain a competitive client service advantage by offering robust mobile market data and research tools to clients. Mobile and tablet applications provide anywhere, anytime access Quickly expand and create market data applications Leverage Interactive Data s APIs for integration using a variety of technologies, including XML, JSON, PHP,.NET, Java and JavaScript. l Utilize our comprehensive training, technical consulting and code review to support developers. l Choose our vendor of record facilitation services.* ARRANGE A DEMONSTRATION To learn more about our Wealth Management solutions, contact an Interactive Data sales representative or info@interactivedata.com *Where permitted by a third-party provider and subject to such third party provider requirements.

6 ABOUT INTERACTIVE DATA Interactive Data Corporation is a trusted leader in financial information. Thousands of financial institutions and active traders, as well as hundreds of software and service providers, subscribe to our fixed income evaluations, reference data, real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Interactive Data s offerings support clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management. Interactive Data is headquartered in Bedford, Massachusetts and has over 2,500 employees in offices worldwide. For more information, please visit Amsterdam Bedford Chicago Cologne Dubai Dublin Frankfurt Geneva Glasgow Hayward Helsinki Hong Kong Irvine Jersey, CI London Luxembourg Madrid Melbourne Milan Minneapolis New York Paris Rome Santa Monica Singapore Sydney Tokyo Toronto Zurich NEW YORK 100 William Street, 17th Floor New York, NY T: E: info@interactivedata.com CHICAGO 600 West Fulton, 7th Floor Chicago, IL T: E: info@interactivedata.com LIMITATIONS This document is provided for informational purposes only. The information contained in this document is subject to change without notice and does not constitute any form of warranty, representation, or undertaking. Nothing herein should in any way be deemed to alter the legal rights and obligations contained in agreements between Interactive Data Real-Time Services and its affiliates (collectively, Interactive Data ) and their clients relating to any of the products or services described herein. Interactive Data makes no warranties whatsoever, either express or implied, as to merchantability, fitness for a particular purpose, or any other matter. Without limiting the foregoing, Interactive Data makes no representation or warranty that any data or information supplied to or by it are complete or free from errors, omissions, or defects. Interactive Data SM and the Interactive Data logo are service marks of Interactive Data Corporation. Other products, services, or company names mentioned herein are the property of, and may be the service mark or trademark of, their respective owners Interactive Data Real-Time Services, Inc.