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Over 75 More Data Fields Available for ISS - Institutional Shareholder Services MarketLink CRM Mapping

April 2019

Now that our MarketLink for Salesforce clients have been successfully consuming the hundreds of available data fields, we have added over 75 more that have been in high demand, including fields for RIA Firm Assets Under Management and Separately Managed Account Clients. Review the list below to determine which ISS - Institutional Shareholder Services fields you want to map to your Salesforce Account, Contact, or Lead fields.

Account Fields:

• LinkedIn URL

• Facebook

• Twitter

• YouTube

• # of Clients - Banks

• # of Clients - Business Development Companies

• # of Clients - Charities

• # of Clients - Corporations

• # of Clients - HNW Individuals

• # of Clients - Individuals

• # of Clients - Insurance Companies

• # of Clients - Investment Companies

• # of Clients - Municipalities

• # of Clients - Other

• # of Clients - Other Investment Advisers

• # of Clients - Other Pooled Vehicles

• # of Clients - Retirement Plans

• # of Clients - Sovereign or Foreign

• 1-Year AUM Growth Rate

• 5-Year AUM Growth Rate

• Custodian Assets ($mil) - Fidelity/National Financial

• Custodian Assets ($mil) - Interactive Brokers

• Custodian Assets ($mil) - Pershing

• Custodian Assets ($mil) - Schwab

• Custodian Assets ($mil) - TD Ameritrade

• Regulatory Disclosures

• Total Regulatory Disclosures

• RIA Firm Assets Under Management Fields

• Assets ($mil) - Banks

• Assets ($mil) - Business Development Companies

• Assets ($mil) - Charities

• Assets ($mil) - Corporations

• Assets ($mil) - HNW Individuals

• Assets ($mil) - Individuals

• Assets ($mil) - Insurance Companies

• Assets ($mil) - Investment Companies

• Assets ($mil) - Municipalities

• Assets ($mil) - Other

• Assets ($mil) - Other Investment Advisers

• Assets ($mil) - Other Pooled Vehicles

• Assets ($mil) - Retirement Plans

• Assets ($mil) - Sovereign or Foreign

• Separately Managed Account Clients Fields

• Assets ($mil) - Bonds Investment Grade Corporate

• Assets ($mil) - Bonds Municipal

• Assets ($mil) - Bonds Non-Investment Grade Corporate

• Assets ($mil) - Bonds Sovereign

• Assets ($mil) - Bonds US Government Agency

• Assets ($mil) - Cash and Equivalents

• Assets ($mil) - Derivatives

• Assets ($mil) - Equity Exchange Traded Equity

• Assets ($mil) - Equity Non-Exchange Traded Equity

• Assets ($mil) - Mutual Funds

• Assets ($mil) - Other

• Assets ($mil) - Private Funds

Contact/Lead Fields:

• LinkedIn URL

• Facebook

• Twitter

• YouTube

• # of Firm Associations

• Breakaway Date

• Breakaway Rep - Former BD Name

• Custodian Assets ($mil) - Fidelity/National Financial

• Custodian Assets ($mil) - Interactive Brokers

• Custodian Assets ($mil) - Pershing

• Custodian Assets ($mil) - Schwab

• Custodian Assets ($mil) - TD Ameritrade

• Education 1

• Education 2

• Education 3

• Language 1

• Language 2

• Language 3

• Military Branch

• Military Service

• NPN

• Preferred Name

• Prior Firm 3

• Prior Firm 3 Firm CRD

• Prior Firm 3 Start Date

• Prior Firm 3 End Date

• Total Assets ($mil)

• Total Regulatory Disclosures