Partners Advent Portfolio Exchange Integrated portfolio management solution for traditional asset managers integrates with: Clienteer APX Bridge the gap between accunting, marketing, and investor soultions with APX and Clienteer. Check out more details on our integration with APX www.advent.com Solovis Institutional investment management platform devoted to limited partners integrates with: Solovis Solovis is a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators. Check out more details on our integration with Solovis. www.solovis.com Preqin The leading source of data, insights and tools for alternative asset professionals integrates with: Clienteer Preqin Preqin provides in-depth data and research to support their global client base in their daily activities including fundraising, investor relations, asset allocation, fund manager selection and business development. Check out more details on our integration with Preqin. www.preqin.com BlackBerry Workspaces Secure enterprise-grade file sync & share integrates with: WebVision BlackBerry Workspaces BlackBerry® Workspaces provides secure file storage, synchronization and sharing for every use case and budget. www.blackberry.com/workspaces Harvest Harvest is the digital content platform for the investor community integrates with: Harvest Harvest is the digital content platform for the investor community where investment organizations distribute their latest insights, empowering investors to make the most informed decisions. info.hvst.com Integrations Office 365 A line of subscription services, including email, offered by Microsoft. integrates with: Clienteer Microsoft Exchange Enterprise email service for business. integrates with: Clienteer G Suite Collaboration and productivity apps for business. integrates with: Clienteer Microsoft Azure Microsoft Azure is an ever-expanding set of cloud services to help your organization meet your business challenges. integrates with: Clienteer WebVision DST Sales Connect Aggregates advisor trades and asset positions from multiple record keeping platforms. integrates with: Clienteer Vera Data security that follows your files, everywhere. integrates with: WebVision LinkedIn Build and engage with your professional network. integrates with: Clienteer OKTA OKTA develops products that enable people to access applications and other tools more smoothly and securely. integrates with: WebVision OneLogin OneLogin is an identity & access management solution that is as easy to use as the cloud applications businesses depend upon. integrates with: WebVision DocuSign A leading provider of e-signature technology. integrates with: WebVision FileOpen FileOpen provides document rights management solutions. integrates with: WebVision Duo Duo provides two-factor authentication, endpoint remediation and secure single-sign-on tools. integrates with: Clienteer WebVision Fiveblocks Five Blocks is a digital consulting and technology firm focused on reputation management. integrates with: WebVision