Tamale RMS vs NextGen 529

Access your research, models, meeting notes, important emails and attachments - anytime from anywhere in the world. You can also create notes, save ideas and update models from the road. Share information with colleagues and stay on top of everything that’s happening in real time. See why thousands of people at investment firms around the globe rely on Tamale RMS. Key features of Tamale RMS: • Centralize all of your critical research • Retrieve all research on a company, sector, topic or fund manager • Optimize collaboration with colleagues worldwide • Connect the dots faster and improve your investment decision making process Use Tamale RMS to: • Review the latest research and models from the road prior to meetings • Capture meeting notes with company management • Stay in synch with everything that’s happening both in the office and on the road • Share information with colleagues in real time • Download attachments including Word, Excel, Powerpoint and PDFs App Information: • Compatible with Tamale 17.0.1+ • Create and edit content on iOS 11+ devices • Manage drafts in the app with Tamale 17.1+ and iOS 11+ • Upload images and share files to the app with Tamale 18.1+ and iOS 11+ • Take advantage of Tamale's SSO support with Tamale 18.1.1+

The Active Investor app provides a secure, user-friendly platform to access and manage your account from your mobile device. With powerful, easy-to-use tools at your fingertips, plus built-in fraud protection, you have the security and convenience you want to manage your financial freedom. • Get seamless on-the-go access to your accounts across both desktop and mobile devices • Sign in to your account quickly with a secure login and forgotten password process  • Easily navigate with “Quick Links” to commonly used functions • View account balances and transaction history • Create and manage automatic investments and withdrawals • Update personal and beneficiary information  • Get SMS text alerts for online activity: financial transactions, account maintenance, and profile changes • Sign up for digital statements and tax forms Use your existing Active Investor user ID and password to access your accounts on your phone. It’s that simple. IMPORTANT: If your NextGen 529 account is held at Merrill, you will not be able to access your account using this app. Speak with your Merrill financial advisor or a Merrill Edge Customer Service Representative, for more information.