CreativeOne Securities vs CoverIQ

CreativeOne Securities’ app provides greater visibility into both clients' overall financial picture and CreativeOne Securities’ wealth advisory services. For clients, the app lets you: • View your accounts in a consolidated manner • See up-to-date performance returns and holdings on the household, account and portfolio levels • Access to your document vault where quarterly statements and other important documents reside • Household allocation by asset class • Details and Contact Information for CreativeOne Securities and your Wealth Advisor • And now with an improved interface and user experience For Wealth Advisors, the app lets you: • Search within your clients and see a consolidated view of accounts, portfolios, and holdings • Review your upcoming CRM calendar as a whole or by client. This application is free to download.

CoverIQ is the professional pool safety cover measurement platform built for authorized Merlin dealers. Stop wrestling with tape measures and manual calculations. CoverIQ transforms your iPhone into a precision measurement tool that delivers accurate pool cover dimensions in 15 minutes or less. KEY FEATURES: • Drone Measurement Mode — Fly your DJI drone over the pool, capture overhead photos, and let CoverIQ's AI calculate precise dimensions automatically. No ground-level measuring required. • A-B Triangulation Mode — No drone? No problem. Use CoverIQ's guided A-B measurement workflow to map any pool shape with traditional distance measurements and AI-powered validation. • Instant Cover Quotes — Generate accurate pool safety cover quotes in office and share professional PDFs with homeowners before you even measure • Job Management — Track all your measurement jobs, customer information, and pool specs in one organized place. • AI Validation — Built-in AI reviews your measurements for errors and flags anomalies before you submit. • Voice Input — Dictate measurements hands-free while working at the job site. EXCLUSIVELY FOR MERLIN DEALERS: CoverIQ is a free tool provided to authorized Merlin Industries pool safety cover dealers. Access requires a dealer account — contact your Merlin representative or visit coveriq.ai to request access. Requires login with authorized Merlin dealer credentials.