1 Actuate Corporation © 2007 Next Generation Online Client Reporting The Demand for Rich Internet Application Capabilities from Investment Clients Jonathan Hebbes UK Sales Director

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 Actuate Product Fit in the Online Channel Search Configurator Commerce Knowledge Base Content Management Payment Processing Interactive Reporting & Analysis Retail Customers Corporate Customers General Ledger Internet or Extranet Portal EBPP Actuate Enterprise Reporting Platform Accesses multiple, disparate data sources in real time Combines data into unified, actionable views Delivers scalability, security, reliability Agents Brokers Partners

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 What’s Motivating the World’s Leading Investment 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 Loyalty 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

6 Actuate Corporation © 2007 Online Channel Outlook Online Channel represents an opportunity to add value and improve loyalty Online Channel spending is #1 for large firms spending on specific applications – and 60% plan to do so heavily – Bank Systems Access to customer account information is more critical than transaction functionality Reviewing account information is primary online activity Large and sophisticated transactions not usually handled online FS investment in the Online Channel is likely to be on the Information User Experience RIAs (Rich Internet Applications) gaining momentum Firms building RIAs are making plans now

7 Actuate Corporation © 2007 Stand-alone Reporting Paper-based/PDF Static/parameter-driven Stand-alone Page metaphor Tabular layout Rows and columns Statementing applications Stand-alone Reporting Paper-based/PDF Static/parameter-driven Stand-alone Page metaphor Tabular layout Rows and columns Statementing applications Complete online application Integrate data views with other content and transaction capability Role-based, guided interactivity Rich Information Applications Web pages, portlets, widgets AJAX/Flash, Mashups Integrated into processes and workflows RIA-ready data delivery Java/Eclipse development RIA hooks Partner network Web User Experience designers RIA technology leaders Complete online application Integrate data views with other content and transaction capability Role-based, guided interactivity Rich Information Applications Web pages, portlets, widgets AJAX/Flash, Mashups Integrated into processes and workflows RIA-ready data delivery Java/Eclipse development RIA hooks Partner network Web User Experience designers RIA technology leaders Scale Performance Reliability Security Current Functionality Future Functionality Moving forward to RIA

8 Actuate Corporation © 2007 Next-Generation Online Client Reporting Capabilities Bringing More Power to Online Channels for Financial Services

9 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

10 Actuate Corporation © 2007 What’s Setting Expectations Today

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

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

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

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

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