| BNY Mellon | SalesPage Technologies | |
| Transaction reporting | Y | Y |
| Transaction reporting: Supermarket participants | Y | Y |
| Transaction reporting: Omnibus participants | Y | Y |
| Asset reporting | Y | Y |
| Asset reporting: Supermarket participants | Y | Y |
| Asset reporting: Omnibus participants | Y | Y |
| Marketing reporting | Y | Y |
| Marketing reporting: Supermarket participants | Y | Y |
| Marketing reporting: Omnibus participants | Y | Y |
| Performance reporting | Y | Y |
| Performance reporting: Supermarket participants | Y | Y |
| Performance reporting: Omnibus participants | Y | Y |
| Implementation of new system | Y | Y |
| Conversion of existing systems | Y | Y |
| Order entry management | Y | Y |
| Data cleaning | Y | Y |
| Inventory management | Y | Y |
| Literature fulfillment management | Y | Y |
| Contact management | Y | Y |
| E-mail integration | Y | Y |
| Wireless communication capability | Y | Y |
| Remote synchronization | Y | Y |
| Product sales data integration | Y | Y |
| Representative consolidation | Y | Y |
| Wholesaler territory management | Y | Y |
| Wholesaler tracking | Y | Y |
| Transfer agent interface | Y | Y |
| Fulfillment company interface | Y | Y |
| Electronic business plans | N | Y |
SHAREHOLDER COMMUNICATIONS: Services - CRM
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