THE CLOUD DESKTOP FOR FINANCIAL ADVISORS

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1 THE CLOUD DESKTOP FOR FINANCIAL ADVISORS THE POWER OF THE PORTAL

2 1 LESS EQUIPMENT KEEP YOUR BUSINESS LEAN & MOBILE YOUR INFORMATION TECHNOLOGY IS ABOUT TO GET SIMPLER 2 External IT provides a fully featured cloud-based IT solution. You don t need any servers. You don t need to install software. Just come online and open the Cloud Desktop - your Microsoft Exchange , your Microsoft Office apps, all your files and data, and anything else you need is instantly available on any desktop, laptop, tablet, or mobile phone. Run your office from anywhere. Use an iphone or Android device. Use your laptop. It doesn t matter: if you can get online, you ve got 100% access to your office s technology. LESS COMPLEXITY FOCUS ON WHAT YOU DO BEST No more dealing with multiple vendors or pointing fingers: External IT takes care of the IT process, start to finish. Updates? Patches? Disk space management? New users and permissions? We ve got it covered, ensuring your system runs smoothly and without disruption. Just call External IT and we ll handle it.

3 3 LESS RISK KEEP YOUR DATA BACKED-UP & SECURE There s safety in numbers. Instead of a single server in your office, External IT s network keeps your data and software running from multiple locations across the U.S.; if a disaster strikes in your area, another location will step in. That s continuous availability for your files and . And if you break a device, no need to worry, all data is synchronized and securely backed up. If you lose a device, we ll decommission it and wipe it clean, per the customized security policies you ll set up with us. External IT s security practices are compliance-ready and proven in the highly regulated financial field. $143 MONTH PER USER SANTA CLARA, CA CHICAGO, IL SEACAUCUS, NJ PISCATAWAY, NJ 4 GREATER ROI REDUCE YOUR IT COSTS TO A SINGLE SIMPLE SUBSCRIPTION KANSAS CITY, KS DALLAS, TX Having a more efficient back office with one-click access to all of your technology anywhere on any device can be the answer to providing better client service, attracting and retaining top quality talent, and creating more time to grow your business. Here s the best part. External IT costs $143 per month per user, exclusively for Fidelity clients selecting the Fidelity Bundle. Compare that to your IT budget today: which is more cost-effective? OUR DATA CENTERS

4 WE RE SPECIALISTS IN THE UNIQUE NEEDS OF YOUR BUSINESS AN EXCLUSIVE SOLUTION FOR FINANCIAL ADVISORS SECURITY Sensitive financial data requires security and storage that meets regulatory compliance. Our datacenter certifications, granular security controls, and extensive disaster recovery options provide built-in capabilities to achieve compliance and security requirements. SUPPORT Dedicated full-time support just for Fidelity clients. Your External IT help desk engineers are well-versed in supporting financial services clients, and are ready to help you. CUSTOMIZABILITY It s not just the usual MS Office software: you can integrate Fidelity WealthCentral, along with any portfolio, CRM, financial planning, or any custom application you license, all through External IT. SCALE As your business grows, your IT platform grows seamlessly with it. Differentiate your business and attract more advisors to join your practice. MOBILITY Meet clients anywhere, with 100% of your office s technology accessible from your laptop, tablet or smartphone.

5 CASE STUDY WEALTHSTREAM ADVISORS I WANT TO BE A FINANCIAL ADVISOR AND RUN MY BUSINESS...I DON T WANT TO BE AN IT GUY. Wealthstream Advisors was growing fast and ready to expand. But setting up servers in their new office would have cost $20,000-$40,000. In addition to cost, Wealthstream was concerned about disaster recovery. I m in New York City and I have already lived through the 9/11 terrorist attacks when I couldn t get to my office for a week, said President Michael E. Goodman. I ve dealt with blackouts and Hurricane Sandy last fall, so it s important to know that no matter what happens we can keep our systems up and running and be able to access them from other locations. Instead, Michael chose External IT, and those $40,000 servers were replaced by a user subscription. Plus, Michael found that wait times for technicians dropped significantly when External IT took over support, and that new employees or new software access could all be handled with a single, quick phone call. MICHAEL E GOODMAN, PRESIDENT WEALTHSTREAM ADVISORS

6 JUST THE FACTS The Fidelity Bundle simplifies all your IT infrastructure and applications with one flexible, fully managed cloud desktop solution. It is: CLOUD BASED Hosting of your standard business applications Links to WealthCentral, web-based applications, or other vendor software QuickBooks hosting (optional) End-user help desk, including mobile device support Proactive remote desktop management & updates SECURE Dual-site replicated data storage All data is backed up and retained, and all versions are restorable Virus protection software is included ACCESSIBLE Cloud Desktop can be accessed from any device, anywhere Mobile Applications for iphone, ipad and Android keep all of your files at your fingertips Mail, Calendar, and Contacts stay in sync in real-time COMPLIANCE READY User and group level permissions are easily managed Provides granular permissions and access control SSAE16 Type II Certification, FINRA & SEC ready PRE-LOADED Microsoft Office 2010 Standard Microsoft Exchange 2010 with Microsoft Outlook Microsoft Office Web Apps - browser versions of Word, Excel, and PowerPoint Desktop / Laptop remote monitoring Citrix XenApp Adobe Acrobat Reader Fidelity WealthCentral READY TO LEARN MORE? $143 $3.00 FIDELITY BUNDLE PRICING MONTH PER USER ARCHIVE STORAGE DUAL-SITE STORAGE 3GB INCLUDED & UNLIMITED ON-SITE SUPPORT $0.20 per GB per GB Charged Hourly CUSTOM CONFIGURATIONS AVAILABLE

7 CALL US VISIT US LOCATION MEADOW PARK TOWER N CENTRAL EXPY SUITE 600 DALLAS TX 75231