Shareworks vs Psionis

Use Shareworks and stay connected to your equity plan, wherever you go. View your portfolio, upcoming events and complete transaction history. Sell or transfer shares and exercise options. You'll need a Shareworks account to use the app. WATCH IT GROW: • Manage and forecast your portfolio • Track important events, both past and future • View employee stock purchase plan holdings TRANSACT: • Sell or transfer shares • Exercise options • Take action when restricted stock awards vest • View your transaction history SAFE AND SECURE: • Sign in securely via Face ID or Touch ID • All communication is encrypted • No financial data is stored on the device

Psionis helps you give every paycheck a clear purpose. Build a budget around the money you actually bring home, then create funding rules that automatically divide each paycheck across your priorities. Use fixed amounts for predictable expenses and percentages for folders that should share what remains. Organize your budget with categories and folders, track spending and savings balances separately, and see exactly how much money is available to allocate. With Psionis, you can: • Create a personalized paycheck-based budget • Automatically distribute income using funding rules • Organize expenses, savings goals, and everyday spending • Track transactions and folder balances • Move money between spending and savings • Review paycheck allocation before distributing it • Share and manage a household budget with another member Psionis is designed to make budgeting structured, understandable, and intentional—without forcing every month into the same plan. Plan the paycheck. Fund the priorities. Know where your money is going.