We introduced seamless single sign-on between Salesforce and IntelliMARS, facilitating the integration of Salesforce entities/objects. • Integrate Salesforce CRM activities such as Events, Tasks, Emails, and Notes into IntelliMARS. • Efficiently track Tasks, Events, and Emails with a clear stacked bar chart showing past, present, and upcoming activities within the Activities Dashboard. • Enable an Advanced Global Search feature to fetch results across various categories including opportunities, leads, campaigns, products, users, tasks, events, offices, notes, emails, and reps. • Benefit from redesigned profiles, offering additional metrics in the Sales & Assets summary section. • Customize sub-menus, app themes at the user level, and sections to align with individual workflows. • Streamline the rep add/update process and introduce user-driven custom sections for a personalized experience. • Implement profile screens for Contacts (Reps) and Accounts (Offices) with RecordType 'Other'. • Introduced a Lead profile screen with edit options and added read-only support for Campaigns and Opportunities.

* Added support for iOS 17

Added: • Insights Module - This new module reveals hidden trends, patterns and outliers within Rep sales. • Rep Journey - This new feature segments a Rep using their sales data historically over time and tracks their Sales Journey with you. • Scores & Grades- The Scores and Grades section within a Rep profile details the measurements a Rep falls in under the created rules. • Ranking – This new feature uses Current and Prior Year Purchases, Redemptions, Net and Assets to rank a given Rep within the Rep Universe • Document Management module – Provides you the ability to add documents from your cloud repository, local device or Email to the app and link the same to a Rep. Enhanced the following areas: • Global Search • Rep Query • Localization and geographical mapping of entities. • Additional Office section within Rep Profile. • Reporting • Navigation Some bug fixes and performance improvements.

* Support for Dark Mode * Support for iOS 15.5 * Productivity Enhancements * Some minor performance and bug fixes

Support for iOS 15 and some bug fixes.

Ø Some minor enhancements. Ø Bug fixes and performance improvements Ø Support for iPhone 12 models

iPad  I. Added • Advance search capabilities on Firm, Office and Rep • Ability to segment Firm, Office, Rep and other entities on Maps • Charting, Mapping and Card views on most Grids • Buying Unit profiles • Several new location aware Dashboards • Ability to create custom Gadgets and Dashboards from Favorites, Lookups, Queries and Lists. • Ability to Map upcoming meetings on a Map II. Enhanced • Performance overview  Dashboard. Performance overview Dashboard now available for Firm, Office, Rep, Teams and Buying Units. • Meeting Dashboards with comprehensive insights into Advisors to be better prepared for Sales meetings. • Performance improvements and bug fixes iPhone I. Added • Ability to segment Firm, Office, Rep and other entities on Maps • Charting, Mapping and Card views on most Grids • Buying Unit profiles • Several new location aware Dashboards • Ability to Map upcoming meetings on a Map • Performance improvements and bug fixes

* Support for iOS 13 and some bug fixes

iPad - New and improved user interface. - Redesigned Team Rep Profiles for improved interpretation, and enhanced search functionality. - Added • Trend Dashboards at Firm, Office, Rep, Teams and Product levels. • Product Profile, Top Firm, Office, Rep and Sales Distribution Dashboards. • Product Contribution Dashboards at the Firm, Office and Rep levels to provide sequential trailing 12 month sales performance • Trailing Twelve Month Ranking and Top Tickets Dashboards at the Firm, Office and Rep Levels. • A new "Read Out" feature on Rep Profile that plays a summary of key attributes of the Rep being viewed for the user to hear. • Uber and Lyft integration in Firm, Office and Rep profile screens. For CRM users, also available on Calendar and applicable Meeting screens.   • Mapping and Directions feature to Firm, Office and Rep search results where applicable. - Refined Feedback function to automatically capture image of user's screen feedback is being provided for. - Performance enhancements and bug fixes. iPhone - New and improved user interface. - Redesigned Team Rep Profiles for improved interpretation, and enhanced search functionality. - Added  •Product Profile, Top Firm, Office, Rep and Sales Distribution Dashboards. •Trend Dashboards at Firm, Office, Rep, Teams and Product levels. •Trailing Twelve Month Ranking and Top Tickets Dashboards at the Firm, Office and Rep Levels. •A new "Read Out" feature on Rep Profile that plays a summary of key attributes of the Rep being viewed for the user to hear. •Uber and Lyft integration in Firm, Office and Rep profile screens. For CRM users, also available on Calendar and applicable Meeting screens. •Mapping and Directions feature to Firm, Office and Rep search results where applicable. - Refined Feedback function to automatically capture image of user's screen feedback is being provided for. - Performance enhancements and bug fixes.

iPhone * Ability to view and add Firm and Office Categories. * Ability to view Firm and Office Segmented Categories. * Enhanced STAR Quick View. * Added Office Sales and Asset Segmentation Dashboard. * Support for iPhone XS and XS Max. iPad * Ability to Add Firm and Office Categories. * Added Office Sales and Assets Segmentation Dashboard. * Added Source filter within Marketshare tab. (ETF Version of Application only). * Minor bug fixes and enhancements

iPhone Firm, Office and Rep Profiles • Redesigned all three profiles for greater ease of use and improved efficiency. Partnerships • Provided ability to search for Team Reps and Team Groups. Added new Team Rep Profiles with Member tabs and added a new Team tab to Rep profiles. Team and Member tabs display split percentages and amounts showing business generated by the Team Members individually and business generated by their Team contributions. Rep Timeline • Displays current and previous year’s book of business for a Rep. Now available in both the CRM and ETF versions of the iPhone application. Wholesaler Timeline • Displays current and previous year’s book of business for a Wholesaler. Now available in the ETF version of the iPhone application as well. Rep Segmentation • Created new Rep Segmented Categories view. Segmented Categories help the Wholesaler to identify Reps to target or how to target based on segmentation strategies implemented using a rule engine. Offices Near Me • New search added to display Offices within a 50 mile radius of the Wholesaler’s location. Voice Assistant (Beta) • Voice based personal assistant to Schedule Meetings, Add Notes, Open Menu items and Search Firm, Offices and Reps. New Widgets • New widgets created for Activities, Favorites and STAR report. Device Support • Added support for iPhone X. Other minor enhancements and Bug fixes ============================== iPad Partnerships • Provided ability to search for Team Reps and Team Groups. Added new Team Rep Profiles with Member tabs and added a new Team tab to Rep profiles. Team and Member tabs display split percentages and amounts showing business generated by the Team Members individually and business generated by their Team contributions. Firm, Office And Rep: Rep Segmentation • Displays Firm, Office and Rep Segmented Categories. Segmented Categories can help the Wholesaler identify Firms, Offices and Reps to target or how to target based on segmentation strategies implemented using a rule engine. Executive Information Summary (ETR) • Introduced Executive Trend Reporting Dashboards in both the CRM and ETF versions of the application. Market Share EIS & ETR • Introduced Market Share Executive Information Summary and Executive Trend Report Dashboards. Available only in the ETF version of the application. Offices Near Me • New search added to display Offices within a 50 mile radius of the Wholesaler’s location. Data Visualization • Add visualization to reports from the MARS application and download visualized reports on to the iPad. Available in both the CRM and ETF versions. Voice Assistant (Beta) • Voice based personal assistant to Schedule Meetings, Add Notes, Open Menu items and Search Firm, Offices and Reps. New Widgets • New widgets created for Activities, Favorites and STAR report. Other minor enhancements and Bug fixes

Global Search • Current version supports searching for Firms, Offices and Reps only for various attributes with results represented as List and Card views. • Set up Activities and get directions right from the search results. Favorites (iPad Only) • Add commonly used Dashboards as Favorites and run them with just a click from any screen. • Displays Favorites in Icon and Grid views in the Favorites Dashboard. Activity Enhancements (CRM Only) • Add activities directly from the Menu and Rep Profile. • Significant enhancements to work flow make activity management a breeze. • Update and complete activities right from the activity grid (iPad Only). Rep Timeline (iPad Only & New in ETF Version) • Displays entire book of business for a Rep including Sales, Assets and Activities (CRM Only) in Calendar and Graphical form. Wholesaler Timeline • Entire book of business for a Wholesaler including Sales, Assets and Activities (CRM Only) in Calendar and Graphical form. New Dashboards (iPad Only) • Wholesaler Activity Dashboard (CRM Only) displays all Activities for a 30 day time period in graphical form. • Performance Overview Dashboard representing Top and Bottom Firms, Branches, Reps and Products for various time periods. • Maps Dashboards - Map representation of - Reps Near Me - Recently added Reps - My Meetings (CRM Only) - My Redeemers (CRM Only) • Main Dashboard (CRM Only) - Activity Dashboard enhanced to directly allow access to Rep Profile and Directions. • Rep Rank Dashboard at the Branch level representing top Reps within Funds purchased at the Office. Calendar (CRM Only) • New Calendaring functionality with ability to import device calendar activities to provide a 360 degree view of all activities including MARS activities. • Ability to add activities right from the Calendar. Visualization and charting (iPad Only) • Ability to chart EIS and Firm, Office, Rep Query search results Team Rep • View Team Reps on profiles and other Dashboards for Clients who don't split Sales and Asset records. Performance improvements and Bug fixes.

• New Wholesaler Dashboard • Ability to change and reset passwords • Minor enhancements • Performance improvements and bug fixes

• Ability to lookup reps within 'X' miles of current location and get driving directions to a particular Rep • Ability to run Firm and Office queries. Ability to save and email as PDF • Added Profiling and Category criteria and display fields to Firm, Office, Rep Queries • Added Campaign attributes to activities • EIS enhancements • Support for iOS 9.3.1 • Performance enhancements

iOS 9 Support

• ETF reporting capabilities • Bug fixes • Stability and performance improvements

Stability and Performance Improvements

V2.1 • Touch ID Integration on supported devices • Ability to select default sort order in Firm/Office/Rep lookups (iPhone only) • Minor Bug Fixes related to iPhone and iPhone 6+

V2.0 of the IntelliMars app redesigned for iOS7 and iOS8 with support for iPhone 6 and iPhone 6+ with new features to make your sales force more effective iPad • Additional Firm, Office, Rep and Wholesaler dashboards showing Sales and Assets by Product Group and Monthly asset trends • Ability to update MARS Profiling documents • Ability to save profiling documents and email them as PDF’s. • Ability to update MARS Categories • Ability to create fulfillment orders • Consolidated view of CRM Activities and History at the Firm, Office and Rep levels. • Ability to view transaction level data at the Rep level • Ability to Rank Firms, Offices and Reps within their territories • Timeline view – Consolidated view of sales and activities by timeline at the Rep level with stock market data • View and manage Firm, Office and Rep group lists • Map Firm, Office, and Rep group lists • New Rep maps with location based reporting • New segmentation reporting • New Firm heat map • Extensive analytical views based on activities and sales segmented by assets • Ability to run Rep queries. Ability to save and email as PDF • View, add and edit additional rep phone numbers and addresses • Location and Radius search functionality • Fully integrated with iOS calendar including itineraries • Voice Assistant that alerts you on new tickets and reminds you of upcoming meetings • Color themes specific to Firm, Office, Rep and Wholesaler profiles to provide distinction iPhone • Ability to sort Firm, Office and Reps on sales metrics • Ability to quick swipe a Rep to add a quick meeting, call, note or email • Voice Assistant that alerts you on new tickets and reminds you of upcoming meetings • Flip view at the profile level that displays additional Product dashboards • Quick swipe to make a phone call directly from the Rep lookup • Fully integrated with iOS calendar including itineraries

• Added iOS8 support • Minor Enhancements (Add meeting attendees, Maps, Login etc)

• Added iOS7 support • Changes to add Meeting attendees workflow

* iPhone Support * iOS Calendar Integration * Ability to add multiple meeting attendees * Bug fixes, performance improvements & other minor enhancements

* iOS6 support * iPhone support

• Added Native timezone support • Added Action log

• Added iOS 4.3 support • Added https connection support