LifeLock Identity vs DashSight

With so much of your personal information online, it’s dangerously easy for someone to steal your identity. Download LifeLock now and enroll right from the app. We’re here to help 24/7. LifeLock makes it easy to help protect yourself against identity theft, financial fraud, and more. We detect and alert you to possible threats, and if you think your identity may have been stolen, we work to fix it. All plans have our Million Dollar Protection Package††† that includes up to $3 million coverage in our most comprehensive plan†††. Why LifeLock Identity? • Over a third of identity theft victims suffered multiple types of identity theft.* • Over 29 billion dollars were stolen from identity theft victims in 2022.** LifeLock helps you manage your personal information securely on-the-go. Receive customized alerts for bank account activity, credit card opens, new account applications, and more. Help protect against identity theft and take action to protect your info right from the palm of your hand. Millions of customers trust us to help protect their identities. Here's what features you’ll find on iOS: • ONE IDENTITY APP: Access multiple identity protections quickly in one place. See identity reports and freeze your most sensitive information with the tap of a finger. • CREDIT FRAUD PROTECTION Access your credit report(s) and score(s)1 monthly or daily in LifeLock Ultimate Plus • ALERTS† Alerts to threats like banking, loan, and credit card applications in your name. • IDENTITY LOCK Proactively lock out thieves from your TransUnion account or taking out Payday loans in your name‡ • SOCIAL MEDIA MONITORING Your Facebook, Instagram, Snapchat, TikTok, Twitter, Linkedin and YouTube channels, are monitored for takeovers and inappropriate content‡‡. • IDENTITY RESTORATION If you become a victim of identity theft, a dedicated, U.S.-based Identity Restoration Specialist will work to fix it.‡ • REIMBURSEMENT If you become a victim of ID theft, you have up to $1M reimbursement for stolen funds up to your plan limits. No one can prevent all identity theft or cybercrime. 1 The credit scores provided are VantageScore 3.0 credit scores based on data from Equifax, Experian and TransUnion, respectively. Any One-Bureau VantageScore mentioned is based on Equifax data only. Third parties use many different types of credit scores and are likely to use a different type of credit score to assess your creditworthiness. 2 Credit features require setup, identity verification and sufficient credit history by TransUnion and/or Equifax. Credit monitoring features may take several days to activate after enrollment. † We do not monitor all transactions at all businesses. ††† Reimbursement and Expense Compensation, each with limits of up to $1 million for Ultimate Plus, up to $100,000 for Advantage and up to $25,000 for Standard and Select (Norton 360 with LifeLock Select). And up to $1 million for coverage for lawyers and experts if needed, for all plans. Benefits under the Master Policy are issued and covered by United Specialty Insurance Company (State National Insurance Company, Inc. for NY State members). Policy terms, conditions and exclusions at: LifeLock.com/legal. ‡ Locking or unlocking your credit file does not affect your credit score and does not stop all companies and agencies from pulling your credit file. The credit lock on your TransUnion file will be unlocked if your subscription is downgraded or cancelled. ‡‡ Our service may not identify all cyberbullying, explicit content, or hate speech. * Based on an online survey of 5,004 U.S. adults (including 1,171 U.S. adults who have ever experienced ID theft) conducted by The Harris Poll on behalf of Norton™ LifeLock™, January 2023. ** Based on an online survey of 505 U.S. adults who experienced ID theft in 2022, conducted for Norton™ LifeLock™ by The Harris Poll, January 2023.

Designed by advisors, the DashSight app was made for financial advisors who want to manage client account activity without the inconvenience of having to leave the main screen. DashSight’s comprehensive dashboard views allow financial advisors to assign tasks, schedule meetings and see client accounts as they should be viewed – in one place at one time. DashSight Features Focus on Advisor Efficiency • Access client households to view contact information, confirm meeting schedules and reference account balances and total household assets under management • Create, edit and monitor existing tasks while assigning new tasks to team members • Access client portals • Send meeting requests to clients DashPro is multifactor authentication-enabled using SMS and biometrics with single sign-on into participating technology platforms including custodians and other institutions.