EzyWallet User vs CleverAlpha

EzyWallet solution offers a convenient & secure option for users to transact at local businesses without needing any form of physical cards/device but simply use their palm of hand for membership check-ins, ID check/verification and making payments or scan a QR code in the EzyWallet user app to check-in or make payment at participating location. The EzyWallet products are: EzyCash: A pay-by-bank solution at retail locations. Users link a bank account in the EzyWallet app and pay with a simple scan of the palm without carrying cash. Low or no transaction fees to businesses like cash payment. EzyCheck-in: A member check-in solution at locations for membership-based businesses. Users save membership cards/numbers of participating businesses in the EzyWallet app, then check-in at locations with a simple scan of their palm without needing a physical membership card or device. EzyID: An ID verification solution where the user saves and verify a valid ID in the EzyWallet app. Then able to show proof of ID at participating locations with a simple scan of the palm without needing the physical ID card.

CLEVERALPHA - PROFESSIONAL ASSET MANAGEMENT FOR EVERYONE Take control of your financial future with CleverAlpha, the comprehensive mobile asset management platform designed to help you build and manage your investment portfolio with confidence. REAL-TIME PORTFOLIO TRACKING Monitor your investments with live updates and comprehensive portfolio views. Track performance across all your accounts in one unified dashboard, giving you instant insight into your financial health. ADVANCED ANALYTICS & CHARTS Visualize your investment performance with interactive charts and detailed analytics. View holdings breakdowns, track asset allocation, and analyze trends with professional-grade data visualization tools. MULTIPLE ACCOUNT TYPES • Traditional IRA accounts • Roth IRA accounts • Custodial accounts for minors • Individual brokerage accounts FLEXIBLE FUNDING OPTIONS Fund your accounts your way with multiple convenient options: • ACH electronic transfers • Wire transfers with detailed instructions • Check deposits via mail • Account transfers and rollovers COMPREHENSIVE ONBOARDING Our guided onboarding process helps you: • Set financial goals tailored to your situation • Determine your risk tolerance • Choose initial asset allocation • Complete identity verification securely • Set up trusted contacts for account protection DOCUMENT MANAGEMENT Access all your important financial documents directly in the app. Download statements, tax forms, and account records whenever you need them. SECURE ACCOUNT MANAGEMENT • Bank account linking for seamless transfers • ACH payment scheduling and management • Personal information updates • Password management with security requirements • Biometric authentication support PERSONALIZED EXPERIENCE • Customizable dashboard views • Performance tracking across timeframes • Employment and income verification for IRA eligibility • Tax attestation and regulatory compliance tools • Alternative investment options PROFESSIONAL SUPPORT Access help when you need it with comprehensive support resources and dedicated account assistance. WHY CHOOSE CLEVERALPHA? • Intuitive, user-friendly interface designed for iOS • Secure, encrypted data protection • Professional-grade investment tools • Complete transparency in fees and holdings • Regulatory compliant and secure GETTING STARTED IS EASY 1. Download and create your account 2. Complete the guided onboarding process 3. Choose your account type and funding method 4. Set your investment goals and risk preferences 5. Start building your financial future Whether you're just starting your investment journey or you're an experienced investor looking for a comprehensive mobile solution, CleverAlpha provides the tools and features you need to manage your assets effectively. Download CleverAlpha today and take the first step toward achieving your financial goals. --- Important: Investment involves risk. Past performance does not guarantee future results. Please read all account documentation carefully before investing.