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Slide 1: Summary Sheet V6.5 Centralizing Client Communications Specifically for investment client reporting, eReportal is a data aggregation, reporting, and publication platform. It is centralized reporting that is open-ended from a data, presentation, workflow and deliverable-type standpoint. For historical, scheduled, and on-demand reporting, eReportal executes competitive reporting models across eighty investment firms - ranging from $10Bil to $300Bil AUM. Attract and retain clients with faster and greater custom reporting via a single platform that can be adaptive to both business and technical visions. eReportal is built by investment technologists who understand client reporting best practices and encompassing strategic considerations. Core Features • Data Aggregation & Quality Audit Be data agnostic. Reach firm-wide data assets. Virtual Data Warehouse - report directly from multiple sources, both internal and external, to your environment. Custom data mart optional at implementation. Data quality validation & alerts. The Challenges Firms turn to eReportal as a single solution to drive their competitive reporting strategy. eReportal enables the work and vision of successful client servicing models because it is a flexible environment that balances intelligent automation with adaptive customization and controls. The result is a centralized environment that factors the interest and participation of diverse reporting viewpoints onto one organized platform. • Presentation Designer Control presentation design with a data service model. Built-in presentation template Designer is a click-drag-and-drop interface for business line. About Varden Technologies Based in Boston, MA - Varden Technologies is an investment technology development and data integration company, serving both buy and sell side firms throughout North America since 1999. We view ourselves as experts in investment client reporting because we know its business and technical challenges. Because we are system experts across core disciplines of portfolio accounting, compliance, trading, risk and performance and attribution, reporting for us has been a natural progression. Varden’s average staff member has over twenty years of hands-on experience. We are a solution provider but we are also a thought leader within this niche client reporting space – as our global integrated partners, including Linedata and ThomsonReuters, may recognize. Contact Minh Nguyen to start a conversation with us. 617.482.5902 x309 | mn@vardentech.com | eReportal.com | VardenTech.com • Competitive Deliverables Impress clients with the very function of content. Gain graphical reports, multi-content packages, multi-sourced interactive reports and drill-down dashboards. Flexible outputting formats. • Production Metrics Design, draft, manage, publish, and archive content through an auditable environment. Deliverable SLA dashboard drives efficient and on-time reporting cycles. • Workflow Guidance & Alerts Centralize production efforts with a workflow guidance system that enables collaboration and review processing. Workflow of data and content. • Client Portal Publication Schedule reports to be delivered via print, FTP, email or to custom client portal. Gain exceptions reporting and environmental alerts. • Collateral Assembly & Annotation Control on-demand content from pitchbooks to client reviews. Integrated annotation engine enforces a defined path for sign-off. Investment Returns Deployed internally as an intranet application, eReportal has a low architecture footprint. Implementation is measured in short months with model-office success aggressively pushed within the first half of that time. Thorough user training enables rapid adoption. A sample view of eReportal from an internal production perspective.