Thought Winter 2008

What Makes a Best-in-Class Technology Platform?

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Clients are using J.P. Morgan’s online portal—JPMorgan ACCESS^SM—as a truly single-source platform. Users log on to the homepage and view customizable “dashboards” of information to help them make decisions or drill down instantly to in-depth information from the platform’s powerful tools.

JPMorgan ACCESS users are presented with a wealth of options from their homepage’s powerful dashboard.

Robin Smith, head of Product Management for the J.P. Morgan Investor Services Client Access group, says “Our tools alone satisfy our clients’ needs. But now, by integrating key data into a homepage dashboard, we have made that information much easier for clients to access and organize their daily decisions.”

“If clients are interested in real-time cash and securities positions, across all of their accounts or just a subset of accounts,” Smith adds, “they can tailor their homepage to display exactly that information when they log on.”

Whether it’s making trades, responding to corporate actions or compiling information for a board report, JPMorgan ACCESS provides a single, simplified platform for users’ key daily workflow—which, in essence, makes each of the platform’s individual capabilities even more powerful.

Unprecedented flexibility
Upon logging in, JPMorgan ACCESS users are presented with a wealth of options from their homepage’s powerful dashboard. Users can set up the homepage to view specific pieces of information from their accounts, as well as system alerts, indices and proprietary market research.

From here, users can drill down into specifics such as currency positions, or into one of the platform’s many tools from desired snapshots of information.

Customization and workflow
The benefits start to add up for users when they can combine these underlying tools with the ability to customize the way they want to see their data on the homepage at login. Users can create multiple dashboards in order to view desired combinations of accounts, report snapshots, indices and other information to suit specific daily needs.

“A client can make the dashboard as simple or as complex as it requires,” Smith advises “This was critical in our design because of the breadth of users who use the platform, from investment managers to operations personnel.”

Reports can also be completely customized, saved in various formats, automated to run on desired dates or intervals, automatically e-mailed and made available on the homepage at login. By customizing the initial view of information on the homepage, users can navigate to deeper data and tools, easily seeing where they wish to go next.

Clients’ impressions
When shown the new version of JPMorgan ACCESS in a recent pilot program, clients were very receptive to the improvements.

The system’s “look and feel is so easy to use,” said a user at a large pension fund. “It displays almost exactly what our management requires out of the box.” A European financial institution found the homepage dashboard to be “a very flexible and timesaving tool.”

At a global investment management firm, one user who places a lot of emphasis on responding to corporate actions found the Corporate Action Instructions snapshot with red, amber and green ratings on the dashboard a great timesaver: “It is our biggest risk, so to see that first at login is a huge help to our process.”

Users found the ability to save multiple, tailored dashboards on the homepage a valuable new feature. One user at a UK investment bank said “It is a useful tool for me to see quickly what is happening across all our departments.”

The product team at J.P. Morgan plans to continually refine the platform’s flexible homepage and develop its powerful array of tools. “The real benefit for clients,” Smith says, “is now they have an entire platform that is designed to emphasize all the critical information they need at login.”

JPMorgan ACCESS^SM

COMPREHENSIVE LINEUP OF APPLICATIONS

The tools that feed into the homepage have been completely redesigned and are fully integrated to give users instant access to all information they need for their daily operations, including comprehensive reporting, trade initiation, responses to corporate action events, analyzing performance and identifying compliance breaches. The JPMorgan ACCESS platform tools include:

REPORTING

Views Portfolio Reporting-powerful, easy-to-use flagship reporting platform across custody, accounting, securities lending, clearance, collateral management, FX, transfer agency, investment operations services and alternative investments
Performance Measurement-data warehouse with dynamic drill-down capabilities
Compliance Reporting-potential warnings and violations to preagreed rules, tests and frequencies
Tax Services-a single data source to meet the needs of tax professionals, operations departments and investment managers
Corporate Action Event Library-access ADP's online portal of electronic reorganization documents
Proxy Services-exercise proxies and fulfill corporate governance responsibilities
Program Debt Reporting-initiation and reporting on all debt issuances where J.P. Morgan is the Principal Paying Agent or Issuing and Paying Agent
InfoWeb-Web-based benefit payment administration system

TRANSACTION SERVICES

Corporate Action Instructions-advanced tool for global corporate action response processing
Transaction Initiation-comprehensive tool for trade and cash settlement instructions

INQUIRY AND CUSTOMER SERVICE

Inquiry Manager-complete customer service inquiries from submission to resolution, all in real time
Market Intelligence-events and practices in markets impacting accounts and investments

UTILITIES

Reconciliation-automated reconciliation of client source systems and J.P. Morgan files
Secure eMail-safe and secure online communication with J.P. Morgan
Security Administration-manage user IDs and passwords securely and easily
DataXchange-export or import financial data to or from J.P. Morgan or client systems

JPMorgan ACCESS Expands Reporting Capabilities in Australia
Australia boasts the fourth-largest wealth management market in the world, fueled by its AUD 1.17 trillion superannuation (pension) fund market, which has been growing at a 12.3% CAGR since 2001.¹ This growth has forced Australian funds to seek greater returns through investment in a wider array of geographies and financial products.
In response to fund managers' increasing needs, the JPMorgan ACCESS team is deploying an Australian accounting module of Views Portfolio Reporting. Fund managers will find it easier to track portfolio valuations by country and industry sector, and manage their foreign exchange risk by analyzing expenses and receivables by currency. The Views Portfolio Reporting platform saves users valuable time and money by taking advantage of full customization, automation and scheduling of reporting. In addition to fully tailored reports, a full range of standard boardroom-quality reports is available, giving trustees the ability to make informed strategic decisions on the most current data. As the superannuation market in Australia and New Zealand grows, J.P. Morgan is committed to growing alongside its partners in the market, building out products and services like JPMorgan ACCESS to help even the most sophisticated funds operate with a competitive advantage. ¹ Through June 2008. Based on June 2008 Quarterly and 2007 Annual APRA Superannuantion Bulletin.

For more information, please visit our Website at www.jpmorgan.com/wss