1 Actuate Corporation © 2007 Next-Generation Online Client Reporting Capabilities Rich Internet Reporting for Online Financial Management

2 Actuate Corporation © 2007 Actuate Corporation HeadquartersSilicon Valley OfficesRegional HQs: London, Singapore, Tokyo, Toronto R&D: San Francisco, Kansas City, Shanghai, Toronto Employees600 worldwide FoundedDecember 1993 Financial Strength $100+ million enterprise software company Profitable, strong cash balance and no debt Traded asACTU on NASDAQ since July 1998 CustomersFocus on Global 9000 (annual revenues over $1 billion) Over 3,500 customers globally Top-tier accounts in banking, insurance, securities, government, high tech, pharmaceuticals, health care and telecom Products Enterprise Reporting Application Platform Enterprise applications that improve performance and customer service ServicesDesign, consulting, development, integration, training, support PartnersIBM, Accenture, SAP, Oracle/PeopleSoft/Siebel, Sun, BEA, BMC

3 Actuate Corporation © 2007 The World’s Major Firms Rely on Actuate

4 Actuate Corporation © 2007 The World’s Largest Banks Depend on Actuate for Online-Channel Reporting Largest Banks in the World by Total Assets Assets in Millions of Dollars Actuate’s advanced reporting helps the world’s largest banks improve their online presence and customer satisfaction

5 Actuate Corporation © 2007 Actuate Delivers the Full Spectrum of Online Channel Reporting Applications ApplicationsCustomers Institutional Client ReportingGlobal 50 Securities Firms Individual Client ReportingGlobal 50 Banks Cash Management ReportingGlobal 50 Banks Agent and Member Claims ReportingFortune 500 Insurers Retirement Fund Reporting Fortune 500 Investment Fund Managers Online StatementsGlobal 50 Card Services

6 Actuate Corporation © 2007 What’s Motivating the World’s Leading Wealth Managers “Sophisticated Online Delivery is massively important as we enter new markets. ‘Emerging wealth and core affluent’ clients are a new breed.” World’s Leading Wealth Manger “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.” UK Leading Investment Firm “Clients need to view and access dozens of different portfolio products. We need to give them a complete picture from a single, sophisticated and aggregated dashboard.” Global Top 3 Firm Stimulate Growth Client Satisfaction & Retention Maintain Parity and Competitive Advantage “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 “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

7 Actuate Corporation © 2007 Next Generation Capabilities Live Interaction, Online Analysis, Live Excel, Personalization Live Excel What-if analysis Charts and graphs Data slicing and dicing Customer-defined layouts Roadmap Capabilities Consolidation, Parameterization Unified dashboard views Parameterization Ad hoc reports Existing Capabilities Basic account info delivery, drill down and static export Evolution of Online Channel Reporting User Needs Time Web Live Online Analysis Balance and transaction detail information Current day, prior day and historical reporting Multi-currency reporting Print, fax and options Batch and real-time

8 Actuate Corporation © 2007 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 Rich Internet Experience Web 2.0 Portlet components XML and derivatives Dynamic, Ajax-based UI SOA Infrastructure Leverage existing systems and components Standardization Data-driven environment Open APIs to customize apps SOA Infrastructure Leverage existing systems and components Standardization Data-driven environment Open APIs to customize apps Personal Dashboards Integrate data from multiple sources Multi-account views Cross-account planning Personal Dashboards Integrate data from multiple sources Multi-account views Cross-account planning

9 Actuate Corporation © 2007 What’s Setting Expectations Today

10 Actuate Corporation © 2007 Unify Accounts: Comprehensive View of All Accounts

11 Actuate Corporation © 2007 Personalize Presentation: Customizable, Rich Internet Experience

12 Actuate Corporation © 2007 Stimulate Interaction: Provide Google-Like Dynamic User Experience

13 Actuate Corporation © 2007 Simplify Decisions: Support Workflow and Decision-Making 1 2 3

14 Actuate Corporation © 2007 Summary: Goals for Next Generation Online Client Reporting Unify Accounts Active Dashboard Stimulate Interaction Google-like Personalize Presentation My View Support Workflow Simplify Decisions