FactSet vs Oak Harbor Wealth Partners

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.

The Oak Harbor Wealth Partners mobile app gives you secure, real-time access to your financial life — anytime, anywhere. Designed for clients of Oak Harbor Wealth Partners, this app allows you to: • View account balances and performance • Track investments across accounts • Access important documents securely • Communicate directly with your advisory team • Monitor progress toward your financial goals Your financial world — simplified, organized, and always within reach.