Iress Limited · ASX:IRE
Iress — Macquarie Emerging Leaders Conference 2003
12 slides from Iress's conference presentation, May 1, 2003
Slide 1: Macquarie Emerging Leaders Conference
Magner TECARDLOGY Macquarie Emerging Leaders Conference 4 TAS MARKET TECHNOLOGY May 2003 Paakes TECHNOLOGY 2002 Underlying Resuits 40.6 Up 20.4% 17.6 Up 29.5% 12.2 Up 30.3% 11.885 Up 29.3% Up 70.0%
Slide 2: IRESS 2002 excluding IWL & Beacon amortisation
IRESS — 2002 exctuding IWL & Beacon amortisation a Fa 5 @ Revenue @ Profit before fax| @ Earnings 1998 1999 2000 2004 2002 Paakes TECHNOLOGY
Slide 3: Paakes TECHNOLOGY
MARKET TECHNOLOGY Paakes TECHNOLOGY
Slide 4: Xplan Update
MARKET TECHNOLOGY Xplan Update > Acquisition of Xplan completed on March 13. +} Scaling of the XPLAN operation well underway with four additional staff hired (and two more shortly) including a presence in Melbourne and Brisbane. > Integration of the XPLAN suite with the IRESS portfolio product well
Slide 5: Wealth Management Strategy
MARKET TECHNOLOGY Wealth Management Strategy “» Xplan the comerstone of broader Iress wealth management strategy including: +» desk top solutions, % transaction management » industry connectivity *} Xplan’s suite plus IRESS transaction routing and portfolio middleware is the core of a competitive co
Slide 6: Core Business Trading in 2003
MARKET TECHNOLOGY Core Business Trading in 2003 > Undeniably conditions remain very poor for much of our client base. > Rationalisation continues at pace with the Were / Goldman merger, Challenger sale and the Hartleys re-structuring just recent examples. > Despite difficulties and sizeable revenue
Slide 7: Products with Revenue Potential
MARKET TECHNOLOGY Products with Revenue Potential > Smaller Ongoing Opportunities % Sycom replacement ~ available with Felix, installed 2°4 half. % Options order routing ~ cost savings for broker regional offices. 2 RMS ~ product strong, sales in ETO’s disappointing . > FIX interface ~ clients growi
Slide 8: Retail Broking
Retail Broking MARKET TECHNOLOGY sar Mar Eve — ‘chem Portfolio ngtiance Stexigne Tarough Proceezing Naboo { eeaities 7 3 cI OFFICE ye INFERRATION {ese 7 Back \_ornce_{ Nee accuse \_ omc | Paakes TECHNOLOGY Moving to Best Practice environment... >
Slide 9: One Solution ...
MARKET TECHNOLOGY One Solution ... is the currently accepted system of record Offers tight link to back office utilise user interface * Focus is single asset class x Not “real time” environment/message base x Huge step to market data x Doesn't cover CGT Portfolio platform «* Poor history of product
Slide 10: IRESS Retail Strategy
MARKET TECHNOLOGY IRESS Retail Strategy Live portfolio valuation More than one instrument Search client base by instrument Order entry and order detail retention fully compliant Extensive audit trail > > > > > > Straight through processing available, but operator intervention possible } Basic CRM pr
Slide 11: IRESS Retail
MARKET TECHNOLOGY IRESS Retail > Derived from well established FTS/ETS systems but with a retail tax orientated focus. +> Multiple asset classes (can be customised) » Equities » Options Managed Funds » Fixed Interest » Multipte cash accounts Automatic trade matching (FIFO/LIFO) defined at account le
Slide 12: Medium Term Growth for IRESS?
MARKET TECHNOLOGY Medium Term Growth for IRESS? > Through the addition of Xplan our goal of building a substantial wealth management technology business is well underway. Further small acquisitions in this space would be considered but are not planned or essential. +> We continue to investigate over