Morgan Stanley Matrix vs Topia Compass

The Morgan Stanley Matrix mobile application provides our institutional clients select features from the Matrix platform. These features include Ideas and Research, Prime Brokerage, and Foreign Exchange. You can read more about each of these features below. Ideas and Research: The Ideas and Research mobile application is a powerful way for institutional clients to access Morgan Stanley’s proprietary content. From this app you can: - View the latest sales and trading trade ideas and market commentary from our desks across the globe - Access our unparalleled research from our industry leading analysts, economists, and strategists - Find and follow new authors, topics, and publications - Create your own feed based on your personal preferences - Set alerts and manage your content subscriptions Prime Brokerage: The Prime Brokerage mobile application is a platform that presents Matrix data and workflows on iOS devices. The initial rollout allows users to receive notifications alerting them to changes in wire status and approve wires on their mobile device. Upcoming functionality includes viewing securities lending information, margin data, and other account summary information. Foreign Exchange: The Foreign Exchange mobile application allows clients to enter and manage FX orders via mobile application, providing a seamless experience across desktop and mobile device platforms. From this app you can: - Input, amend, and cancel Fusion orders and algorithms - Monitor market rates in real time - View the order blotter showing executed trades - Apply optional notifications for order fills The app also has 2 factor authentication, including Touch ID and Face ID. There is no charge to download the application. A valid Matrix account is required to log in. Standard messaging and data rates from wireless provider may apply. For more info please contact the Matrix Helpdesk

Topia Compass helps companies and individuals monitor tax/immigration risk and prepare for audits by automatically logging time spent in different jurisdictions. This makes it easier to manage multi-location compliance issues, including: * Payroll Withholding * Nexus/Permanent Establishment Risk * Schengen Area Compliance * Residency Risk Topia Compass is already trusted by thousands of customers across the largest technology, transportation, manufacturing, media, and financial services organizations in the world. HOW IT WORKS Topia Compass provides an easy way for travelers to automatically log their location via their preferred device (phone, tablet, or laptop). The app runs in the background to help securely and automatically determine the number of days spent in different jurisdictions. And with our ‘privacy by design’ approach, you can be confident your information is secure, with data that is only ever reported at the jurisdiction level. KEY BENEFITS * Compliance has never been easier thanks to accurate, real-time background data collection * Timely alerts help travelers and remote workers avoid unnecessary tax risks and penalties * Data can be exported for added protection in the case of an audit PROTECTING YOUR PRIVACY Topia Compass has been carefully designed to ensure the highest level of individual privacy and security. * You own your data and control access to it * All data collected is GDPR compliant * Data is only collected when necessary to protect you and your employer from compliance risk * Street-level location data is never reported NEW FEATURES * Location-based taxable income reports to support Unincorporated Business Tax (New York) and Gross Receipts Tax (San Francisco) * Simplified payroll withholding for advanced state and local tax compliance * Improved battery efficiency * Automated reports