FactSet vs SKK Lockbox

Leverage the power and intelligence of the FactSet workstation anytime, anywhere Monitor your latest proprietary security data: • Portfolio holdings and watchlist securities are always up to date • Monitor real-time portfolio performance relative to a benchmark • Keep an eye on your watchlist and make edits that sync across FactSet Research the markets: • Indices, fixed income, commodities, exchange rates, and cryptocurrencies • Real-time quote & price data for equities at any time of day • View historical financials and estimates, charts, broker research, earnings, and the latest filings as they release Never miss a beat: • Contextual news content keeps you updated with the latest top market news and news for the companies that you care about most • Enable breakings news alerts to stay informed in real-time • Download documents offline for your upcoming travels FactSet delivers superior analytics, service, content, and technology to help more than 200,000 investment professionals seize opportunity sooner. *NOTE* The FactSet app is for subscribers to FactSet only! For more information on FactSet, please visit www.factset.com.

SKK Lockbox is the secure client portal for Shepherd Kaplan Krochuk clients, providing instant access to your quarterly deliverables, reports, positions, and important account documents. SECURE ACCESS • Multi-factor authentication (MFA) ensures your financial data remains protected • Encryption for all data transmission • Secure authentication QUARTERLY DELIVERABLES Access all your deliverables organized by quarter, including: • Performance reports and analytics • Account statements and positions • Private equity reports • Meeting minutes and notes • Invoices and billing documents • Fund offerings and updates • Portfolio analysis • Model reports and scenarios INTUITIVE ORGANIZATION • Deliverables grouped by quarter for easy navigation • Visual icons for quick identification of document types • Approval status tracking for time-sensitive documents OPTIMIZED FOR ALL DEVICES • iPhone: Streamlined interface for on the go access • iPad: Enhanced sidebar layout for efficient navigation • Responsive design adapts to your device DOCUMENT MANAGEMENT • View PDFs directly in the app • Track document approval status DESIGNED FOR CLIENTS SKK Lockbox puts your financial information at your fingertips with an interface designed specifically for busy professionals who need quick, secure access to their account information. PRIVACY & SECURITY Your privacy is our top priority. All communications are encrypted, and we never store sensitive data on your device. Multi-factor authentication adds an extra layer of protection to ensure only you can access your account. REQUIREMENTS An active SKK client account is required to use this app. If you have questions about access, please contact your account representative.