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PROTRADE FINANCIAL
CREATIVE PRESENTATION FOR BRAND AND WEBSITE STRATEGY
CONTENTS
Protrade Financial » Brand Strategy                               19 Online Rectangle Ad                                                  Website Concept » Envy
2 Firm Profile                                                     20 Sales Collateral
                                                                                                                                          28   Home Page
3 Goals & Objectives                                              21 Print Ad
                                                                                                                                          29   Institutions Home
4 Target Audiences                                                Protrade Financial » Website strategy                                   30   Strategies & Platforms
5 SWOT Analysis                                                   22 User Goals & Tasks                                                   31   Protrade Standard Platform
Brand Concept » No Bull                                                                                                                   32   Account Features
                                                                  Website Concept » No Bull
6 Creative Brief                                                                                                                          Protrade Financial » Website Architecture
                                                                  23     Home Page
7 Identity
                                                                  24     Institutions Home                                                33 Home Page
8 Stationery System                                               25     Strategies & Platforms                                           34 About Section
9 Online Banner Ad                                                26     Protrade Standard Platform                                       35 Help Section
10 Online Skyscraper Ad
                                                                  27     Account Features                                                 36 Press Center Section
11 Online Rectangle Ad
12 Sales Collateral                                               Brand Concept » Envy                                                    37 Careers Section
13 Print Ad                                                       14     Creative Brief                                                   38 Institution Section
                                                                  15     Identity                                                         39 Individual Investors Section
Brand Concept » Envy
                                                                  16     Stationery System                                                40 Financial Professionals Section
14 Creative Brief
                                                                  17     Online Banner Ad                                                 41 Strategies & Platforms Section
15 Identity
                                                                  18     Online Skyscraper Ad
16 Stationery System                                                                                                                      42 Disclosure Section
                                                                  19     Online Rectangle Ad
17 Online Banner Ad                                               20     Sales Collateral
18 Online Skyscraper Ad
                                                                  21     Print Ad

COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                  POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 2
BRAND STRATEGY >> FIRM PROFILE
                                                                          Protrade is a direct access trading broker-dealer built upon the extensive
                                                                          experience of a full-service trading firm. Unlike traditional direct access trading
                                                                          firms, Protrade offers its customers a team of top traders with an impressive
                                                                          background in the financial markets, including a daily presence on the New
                                                                          York Stock Exchange.

                                                                          Protrade is committed to technology and innovation by developing and offering
                                                                          sophisticated trading platforms and algorithms designed to meet the needs of
                                                                          active investors.

                                                                          Protrade strategic partnerships with financial educators will allow customers to
                                                                          attend informative online and live events to assist them in achieving their
                                                                          financial goals.




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 3
BRAND STRATEGY >> GOALS & OBJECTIVES

                                                                        The immediate goal within the first 3 months is to capture as many past
                                                                        relationships to Protrade as possible. The goal is to convert between
                                                                        200 and 300 customers.

                                                                        During this initial three-month phase, Protrade would like to introduce
                                                                        50-75 new active retail customers to their new website. Active means
                                                                        customers that do 100+ trades per month.

                                                                        At the end of 6 months, Protrade would like to have 150-200 new retail
                                                                        relationships. And by the end of the first year, the goal is to have 500
                                                                        relationships. These relationships would be split; 80% active retail and
                                                                        20% institutional customers. However, it would desirable to have the
                                                                        customer mix more heavily tilted to the institutional side as those customers
                                                                        tend to be more self sufficient and more successful.




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 4
BRAND STRATEGY >> TARGET AUDIENCES

                                                                Institutions
                                                                • Hedge Funds
                                                                • Proprietary Trading Groups
                                                                • Brokers


                                                                Financial Professionals
                                                                • Registered Investment Advisors (RIA)
                                                                • Commodity Trading Advisors (CTA)


                                                                Financial Professionals
                                                                • High net-worth individuals




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 5
BRAND STRATEGY >> SWOT ANALYSIS

                    Strengths                                                                                                  Opportunities
                    • Only online trading firm with roots/presence                                                              • Online firms are going away from floor presence
                      on the floor                                                                                                to all online
                    • Provide 3 levels of service                                                                              • Hedge funds are growing
                    • Aligned with educational firms (webinars, seminars)                                                       • Active traders, retired high net-worth baby boomers
                    • Software (Omni Pro) + developing exclusive                                                               • Awareness of electronic trading
                      algorithms                                                                                               • World events, better to have “floor” knowledge in
                                                                                                                                 times of crisis
                    Weaknesses                                                                                                 • Regulatory changes
                    • New to the game (Meridian)
                    • Staffing/growing challenges                                                                               Threats
                    • Trend has been to go totally electronic/online,                                                          • World events
                      eliminate human involvement                                                                              • Stock market collapse
                    • Available 7am-7pm Monday-Friday; other sites                                                             • Regulatory changes
                      are 24/7/365
                                                                                                                               • Commission rate war
                    • No 3rd party ratings, e.g., Barron’s, Kiplinger’s, etc.

COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .               POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 6
BRAND CONCEPT >> NO BULL >> CREATIVE BRIEF

                                                                 The direct access trading category tends to make a lot of claims that emphasize
                                                                 technology-only solutions. Active investors can see right through these claims.
                                                                 The objective of this brand promise is to offer relevant insight and tools to these
                                                                 seasoned traders that they can’t get anywhere else.

                                                                 This promise is supported by the positioning statement that would always
                                                                 accompany the Protrade logotype, Informed Investors Win. This statement,
                                                                 combined with the strength of positive associations to the Bull symbol, reinforce
                                                                 to prospects and customers alike that Protrade will give them the competitive edge
                                                                 to make more money.

                                                                 In both off- and online advertising and promotions, the positioning statement
                                                                 will be extended into a memorable headline that reinforces the Protrade brand,
                                                                 Informed Investors Win. That’s No Bull. That’s Protrade. Imagery will depict the
                                                                 experienced Protrade team in action. The colors blue and gray give the firm a feel
                                                                 of stability, while the black adds a contemporary edge to the brand.



COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 7
BRAND CONCEPT >> NO BULL >> IDENTITY




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 8
BRAND CONCEPT >> NO BULL >> STATIONARY SYSTEM


                                                                                                                                   I N F O R M E D I N V E S TO R S W I N


                                                                                                                                   Protrade Financial
                                                                                                                                   A Division of Meridian Equity Partners
                                                                                                                                   40 Broad Street, 4th Floor
                                                                                                                                   New York, NY 10004

                                                                                                                                   P: 212.359.0030
                                                                             I N F O R M E D I N V E S TO R S W I N                F: 212.785.0041
                                                                                                                                   www.protradefinancial.com

                                            George Muniz                     Protrade Financial
                                            Senior Managing Partner      A Division of Meridian Equity Partners
                                            gmuniz@protradefinancial.com 40 Broad Street, 4th Floor
                                                                         New York, NY 10004

                                                                             P: 212.359.0030
                                                                             F: 212.785.0041
                                                                             www.protradefinancial.com




                                                                                                                                                                            I N F O R M E D I N V E S TO R S W I N


                                                                                                                                                                            Protrade Financial
                                                                                                                                                                            A Division of Meridian Equity Partners
                                                                                                                                                                            40 Broad Street, 4th Floor
                                                                                                                                                                            New York, NY 10004




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.                       THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 9
BRAND CONCEPT >> NO BULL >> ONLINE BANNER AD




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 10
BRAND CONCEPT >> NO BULL >> ONLINE SKYSCRAPER AD




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 11
BRAND CONCEPT >> NO BULL >> ONLINE RECTANGLE AD




                                                                                                                               INFORMED
                                                                                                                             INVESTORS WIN.
                                                                                                                             THAT’S NO BULL.
                                                                                                                            THAT’S PROTRADE.
                                                                                                                           www.ProtradeFinancial.com




                                                                                                                            INFORMED INVESTORS WIN
                                                                                                                            A Division of Meridian Equity Partners


COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                              POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 12
BRAND CONCEPT >> NO BULL >> SALES COLLATERAL

                 www.ProtradeFinancial.com

                                                                                                                                                                                                                                                    www.ProtradeFinancial.com

                                                                                                                                                                                                                                                        INSTITUTIONS
                                                                                                                                       » Direct Access
                                                                                                                                         Trading
                                                                                                                                         Considering that there are so many
                                                                                                                                         technical aspects related to direct
                                                                                                                                         access trading, it is easy for some
                                                                                                                                         investors to view tools as the
                                                                                                                                         solution for simplifying and mak-




                  INFORMED INVESTORS
                                                                                                                                         ing sense of the complex world of
                                                                                                                                         trading.

                                                                                                                                         But the simple truth about manag-
                                                                                                                                         ing trades is that while




                  WIN.
                                                                                                                                         tools are integral to doing our jobs,
                                                                                                                                         they can’t be allowed to overcom-
                                                                                                                                         pensate for market volatility.

                                                                                                                                         There are no substitutes for human
                                                                                                                                         insight and market floor experi-
                                                                                                                                         ence, and a non-balanced, techni-
                                                                                                                                         cally-focused approach leads to
                                                                                                                                         unbalanced portfolio performance.
                                                                                                                                         But the simple truth about manag-
                                                                                                                                         ing trades is that while
                                                                                                                                         tools are integral to doing our jobs,
                                                                                                                                         they can’t be allowed to overcom-
                                                                                                                                         pensate for market volatility.

                                                                                                                                         There are no substitutes for human
                                                                                                                                         insight and market floor experi-
                                                                                                                                         ence, and a non-balanced, techni-
                                                                                                                                         cally-focused approach leads to
                                                                                                                                         unbalanced portfolio performanc




                                                                                                                                                                                                           I N F O R M E D I N V E S TO R S W I N


                                                                                                                                                                          George Muniz                     Protrade Financial
                                                                                                                                                                          Senior Managing Partner      A Division of Meridian Equity Partners
                                                                                                                                                                          gmuniz@protradefinancial.com 40 Broad Street, 4th Floor
                                                                                                                                                                                                       New York, NY 10004

                                                                                                                                                                                                           P: 212.359.0030
                                                                                                                                                                                                           F: 212.785.0041
                                                                                                                                                                                                           www.protradefinancial.com




                     A Division of Meridian Equity Partners



COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.              THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                                                POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 13
BRAND CONCEPT >> NO BULL >> PRINT AD
                                                         www.ProtradeFinancial.com




                                                                INFORMED INVESTORS
                                                                WIN.
                                                                  » Direct Access Trading
                                                                  » Traders on the Floor
                                                                  » Educational Events




                                                         Considering that there are so many technical      tools are integral to doing our jobs, they can’t
                                                         aspects related to direct access trading, it is   be allowed to overcompensate for market
                                                                                                                                                              Protrade Financial
                                                         easy for some investors to view tools as the      volatility. There are no substitutes for human     40 Broad Street, 4th Floor
                                                         solution for simplifying and making sense of      insight and market floor experience, and a         New York, NY 10004
                                                         the complex world of trading. But the simple      non-balanced, technically-focused approach
                                                                                                                                                              P: 212.359.0030
                                                         truth about managing trades is that while         leads to unbalanced portfolio performance.
                                                                                                                                                              F: 212.785.0041

                                                                                                                                                              A Division of Meridian Equity Partners


COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                                POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 14
BRAND CONCEPT >> ENVY >> CREATIVE BRIEF

                                                                    The direct access category has very much become a category. Many of these direct
                                                                    access companies offer very similar tool sets to traders, which negates strategic
                                                                    advantage and forces them to compete on commission and transaction rates.
                                                                    Active traders are more discerning and want the competitive edge. That’s the
                                                                    objective of this brand promise.

                                                                    This promise is supported by the positioning statement that would always accompany
                                                                    the Protrade logotype, Knowledge Creates Opportunity. This statement, combined with
                                                                    the positive direction of the triangular shape, reinforces to prospects and customers
                                                                    alike that Protrade will give them the competitive edge to make more money.

                                                                    In both off- and online advertising and promotions, the brand promise will be
                                                                    emphasized with a memorable headline and graphic combination. The headline,
                                                                    They’ll See green. You’ll Be in the Green, with the image of an euphoric Protrade
                                                                    customer depicted literally in green with a gold glow, clearly communicates they
                                                                    will be the envy of colleagues and competitors. The colors green and gold give the
                                                                    firm a regal feel, while the black adds a contemporary edge to the brand.

COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 15
BRAND CONCEPT >> ENVY >> IDENTITY




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 16
BRAND CONCEPT >> ENVY >> STATIONARY SYSTEM

                                                                                                                                                         KNOWLEDGE
                                                                                                                                                         CREATES
                                                                                                                                                         OPPORTUNITY

                                                   A D I V I S I O N O F M E R I D I A N E Q U I T Y P A R T -­                                          P: 212.359.0030
                                                                                                                                                         F: 212.785.0041
                                                                                                                                                         40 Broad Street

                                                                                                                                                         New York, NY
                                                                                                                                                         10004



                                                                                                                     KNOWLEDGE
                                                                                                                     CREATES
                                                                                                                     OPPORTUNITY


                                                                                                                      P: 212.359.0030
                                                                                                                      F: 212.785.0041
                                                                                                                      40 Broad Street

                                                                                                                      New York, NY
                                                                                                                      10004
                                                                              A D I V I S I O N O F M E R I D I A N E Q U I T Y P A R T -­
                                                                                                                                                                                                 KNOWLEDGE
                                                                                                                                                                                                 CREATES
                                                                                                                                                                                                 OPPORTUNITY

                                                                                                                                                                                                  40 Broad Street

                                                                                                                                                                                                  New York, NY
                                                                                                                                                                                                  10004

                                                                                                                                                          A D I V I S I O N O F M E R I D I A N E Q U I T Y P A R T -­




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.                              THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                       POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 17
BRAND CONCEPT >> ENVY >> ONLINE BANNER AD




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 18
BRAND CONCEPT >> ENVY >> ONLINE SKYSCRAPER AD




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 19
BRAND CONCEPT >> ENVY >> ONLINE RECTANGLE AD




                                                                                                                               INFORMED THEY’LL SEE
                                                                                                                             INVESTORS WIN. GREEN.
                                                                                                                            THAT’S NO BULL.
                                                                                                                                        YOU’LL BE IN
                                                                                                                            THAT’S PROTRADE.
                                                                                                                                         THE GREEN.
                                                                                                                           www. ProtradeFinancial.com w.ProtradeFinancial.com
                                                                                                                                                    ww


                                                                                                                                                               KNOWLEDGE
                                                                                                                                                               CREATES
                                                                                                                                                               OPPORTUNITY
                                                                                                                            informedinvestorswin



COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                           POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 20
BRAND CONCEPT >> ENVY >> SALES COLLATERAL


                                                                                                                                                                                                                                                        INSTITUTIONS




                    THEY’LL SEE GREEN. .
                                                                                                                                                 » Direct Access Trading

                                                                                                                                                 Considering that there are so




                   OU’LL BE IN THE GREEN
                                                                                                                                                 many technical aspects related to
                                                                                                                                                 direct access trading, it is easy for



                  Y
                                                                                                                                                 some investors to view tools as the
                                                                                                                                                 solution for simplifying and mak-­
                                                                                                                                                 ing sense of the complex world of
                                                                                                                                                 trading.

                                                                                                                                                 But the simple truth about man-­
                                                                                                                                                 aging trades is that while tools
                                                                                                                                                 are integral to doing our jobs, they
                                                                                                                                                 can’t be allowed to overcompen-­
                                                                                                                                                 sate for market volatility. There
                                                                                                                                                 are no substitutes for human in-­


                                                                                                                                                 and a non-­balanced, technically-­
                                                                                                                                                 focused approach leads to unbal-­
                                                                                                                                                 anced portfolio performance.

                                                                                                                                                 it is easy for some investors to
                                                                                                                                                 view tools as the solution for sim-­
                                                                                                                                                 plifying and making sense of the
                                                                                                                                                 complex world of trading.

                                                                                                                                                 But the simple truth about man-­
                                                                                                                                                 aging trades is that while tools
                                                                                                                                                 are integral to doing our jobs, they
                                                                                                                                                 can’t be allowed to overcompen-­
                                                                                                                                                 sate for market volatility. There
                                                                                                                                                 are no substitutes for human in-­

                                                                                                                                                 and a non-­balanced, technically-­
                                                                                                                                                 focused approach leads to unbal-­
                                                                                                                                                 anced portfolio performance.

                                                                                                                                                                                                                                KNOWLEDGE
                                                                                                                                                                                                                                CREATES
                                                                                                                                                                                                                                OPPORTUNITY

                                                                                                                                                                                         George Muniz
                                                                                                                                                                                         Senior Managing Partner                 P: 212.359.0030
                                                                                                                                                                                                                                 F: 212.785.0041
                                                                                                                                                                                                                                 40 Broad Street
                                                                                                                                                                                                                                 Fourth Floor
                                                                                                                                                                                                                                 New York, NY
                                                                                                                                                                                                                                 10004
                                                                                                                                                                                         A D I V I S I O N O F M E R I D I A N E Q U I T Y P A R T -­
                                                                                                trad eFin anc ial.c om
                                                                   EQU ITY PAR TNE RS | www.Pro
                                        A DIV ISIO N OF ME RID IAN




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.                  THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                                     POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 21
BRAND CONCEPT >> ENVY >> PRINT AD
                                                                                        www.ProtradeFinancial.com




                                                     THEY’LL SEE GREEN.
                                                   YOU’LL BE IN THE GREEN.




                                                                          » Direct Access Trading   Considering that there are so        are integral to doing our jobs,
                                                                          » Traders on the Floor    many technical aspects related       they can’t be allowed to over-­
                                                                          » Educational Events      to direct access trading, it is      compensate for market volatil-­
                                                     KNOWLEDGE                                      easy for some investors to view      ity. There are no substitutes
                                                     CREATES
                                                     OPPORTUNITY                                    tools as the solution for simpli-­   for human insight and market
                                                                                                    fying and making sense of the
                                                                                                    complex world of trading. But        balanced, technically-­focused
                                                     P: 212.359.0030                                the simple truth about manag-­       approach leads to unbalanced
                                                     F: 212.785.0041
                                                     40 Broad Street
                                                                                                    ing trades is that while tools       portfolio performance.
                                                     Fourth Floor
                                                     New York, NY 10004     A D I V I S I O N O F M E R I D I A N E Q U I T Y PA R T N E R S



COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                    POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 22
WEBSITE STRATEGY >> USER GOALS & TASKS

Retail/Personal Trader                                                   Institutional – Hedge Funds                                      Active Trader
Goal:                                                                    Goal:                                                            Goal:
• Establish online account                                               • Establish online account                                       • Establish online account
• Learn more about trading and/or                                        Tasks:                                                           Tasks:
  online trading
                                                                         • Demo software                                                  • Establish relationship with
Tasks:                                                                   • Check rate schedule                                              broker/trader
• View costs for software license,                                       • Check out Protrade organization                                • Demo software
  commissions                                                                                                                             • Check rate schedule
                                                                         • Inquiry
• Training – webinars                                                                                                                     • Check out Protrade organization
                                                                         • Create account
• Newsletter – Info                                                                                                                       • Inquiry
                                                                         • Download software
• Demo Software                                                                                                                           • Create account
                                                                                                                                          • Download software




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .         POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 23
WEBSITE CONCEPT >> NO BULL >> HOME PAGE

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COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.                   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                                                                                   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 24
WEBSITE CONCEPT >> NO BULL >> INSTITUTIONS HOME

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                                                                                                                 commission  structure.                                             commission  structure.                           commission  structure.  
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                                                                                                                 or  per  share  plans.  We                                         or  per  share  plans.  We                       or  per  share  plans.  We  
                                                                                                                 customize  our  commission                                         customize  our  commission                       customize  our  commission  
                                                                                                                 structure  to  save  you  the                                      structure  to  save  you  the                    structure  to  save  you  the  
                                                                                                                 most  money.                                                       most  money.                                     most  money.




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COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.                  THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                                                                                POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 25
WEBSITE CONCEPT >> NO BULL >> STRATEGIES & PLATFORMS

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                                                          GET  STARTED                                                   VIEW                                                              DEMO                                           DOWNLOAD
                                                                                                                         Protrade  offers  a  variety                                      Protrade  offers  a  variety                   Protrade  offers  a  variety  
                                                          ABOUT  PROTRADE                                                of  software  to  fit  your                                       of  software  to  fit  your                    of  software  to  fit  your  
                                                          STRATEGIES  &  PLATFORMS                                       needs.  Click  through  the                                       needs.  Click  through  the                    needs.  Click  through  the  
                                                                                                                         screenshots  to  see  what                                        screenshots  to  see  what                     screenshots  to  see  what  
                                                          »  Strategies                                                  each  package  offers.                                            each  package  offers.                         each  package  offers.  
                                                          »  Protrade  View                                              Then  download  and                                               Then  download  and                            Then  download  and  
                                                          »  Protrade  Standard                                          demo  the  software  that                                         demo  the  software  that                      demo  the  software  that  
                                                                                                                         is  right  for  you.                                              is  right  for  you.                           is  right  for  you.
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                                                          »  Algorithms

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                                                                                                               Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners
                                                                                                  ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.                   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                                                                           POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 26
WEBSITE CONCEPT >> NO BULL >> STANDARD PLATFORM

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                                                   INFORMED INVESTORS WIN
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                                                          GET  STARTED                                                    DOWNLOAD  REGISTRATION
                                                                                                                          Please  register  to  download  the  software  you  wish  to  try  out.
                                                          ABOUT  PROTRADE

                                                          STRATEGIES  &  PLATFORMS
                                                          »  Strategies
                                                          »  Protrade  View
                                                          »  Protrade  Standard
                                                          »  Protrade  Platinum                                               PROTRADE  STANDARD
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                                                          OPEN  ACCOUNT

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                                                                                                               Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners
                                                                                                  ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.                   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                                                                           POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 27
WEBSITE CONCEPT >> NO BULL >> ACCOUNT FEATURES

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                                                          GET  STARTED                                                    CHOOSE  YOUR  PREFERRED  COMMISSION  PLAN
                                                                                                                          Protrade  offers  a  flexible  commission  structure.  Choose  between  per  trade  or  per  
                                                          ABOUT  PROTRADE                                                 share  plans.  We  customize  our  commission  structure  to  save  you  the  most  money.
                                                          STRATEGIES  &  PLATFORMS

                                                          OPEN  ACCOUNT

                                                          CONTACT  US

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                                                          »  Commissions
                                                          »  On-­line  events
                                                          »  Live  events




                                                                                  PRIVACY  POLICY      |      DISCLOSURE      |      SITE  MAP      |      TERMS  &  CONDITIONS      |      COPYRIGHT

                                                                                                               Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners
                                                                                                  ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.                   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                                                                           POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 28
WEBSITE CONCEPT >> ENVY>> HOME PAGE

                                                                                                                                                                                            »  Institutions                    »  Individuals                    »  Financial  Professionals
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                                                   INSTITUTIONS                                                      INDIVIDUALS                                                                                          FINANCIAL  PROFESSIONALS
                                                   Review  our  range  of  customized                                Discover  a  wealth  of  market  insight                                                             Find  the  comprehensive  product  
                                                   products  and  services  designed  to                             and  product  information  on  funds,                                                                information,  daily  performance  data  
                                                   meet  the  needs  of  institutional                               managed  accounts  and  alternative                                                                  and  market  insight  you  need  to  
                                                   investors  and  their  consultants.                               investments  to  facilitate  your                                                                    support  your  practice  and  your  clients.
                                                   »  Get  Started                                                   investment  decisions.                                                                               »  Get  Started
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                                                                                                          Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners
                                                                                             ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.            THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                                                                                                             POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 29
WEBSITE CONCEPT >> ENVY>> INSTITUTIONS HOME

                                                                                                                                                                                         »  Institutions                    »  Individuals                    »  Financial  Professionals
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                                                                                                 »  Commissions                                                           »  On-­line  events                                                             »  Live  events
                                                                                                 Protrade  offers  a                                                      Protrade  offers  a                                                             Protrade  offers  a  
                                                                                                 flexible                                                                 flexible                                                                        flexible  
                                                                                                 commission                                                               commission                                                                      commission  
                                                                                                 structure.  Choose                                                       structure.  Choose                                                              structure.  Choose  
                                                                                   between  per  trade  or  per  share                                       between  per  trade  or  per  share                                            between  per  trade  or  per  share  
                                                                                   plans.  We  customize  our                                                plans.  We  customize  our                                                     plans.  We  customize  our  
                                                                                   commission  structure  to  save                                           commission  structure  to  save                                                commission  structure  to  save  
                                                                                   you  the  most  money.                                                    you  the  most  money.                                                         you  the  most  money.


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                                                                                                       Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners
                                                                                          ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.            THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                                                                                                                POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 30
WEBSITE CONCEPT >> ENVY >> STRATEGIES & PLATFORMS

                                                                                                                                                                                                »  Institutions                    »  Individuals                    »  Financial  Professionals
                                                               KNOWLEDGE CREATES OPPORTUNITY                                                                         About                            Help                            Press  Center                            Careers                            Contact




                                                   GET  STARTED                            VIEW                                                                     DEMO                                                                            DOWNLOAD
                                                                                           Protrade  offers  a  variety  of                                         Protrade  offers  a  variety  of                                                Protrade  offers  a  variety  of  
                                                   ABOUT  PROTRADE                         different  software  to  fit  your                                       different  software  to  fit  your                                              different  software  to  fit  your  
                                                                                           needs.  Click  through  the                                              needs.  Click  through  the                                                     needs.  Click  through  the  
                                                   STRATEGIES  &  PLATFORMS
                                                                                           screenshots  to  see  what  each                                         screenshots  to  see  what  each                                                screenshots  to  see  what  each  
                                                   »  Strategies                           package  offers.  Then                                                   package  offers.  Then                                                          package  offers.  Then  
                                                   »  Protrade  View                       download  and  demo  the                                                 download  and  demo  the                                                        download  and  demo  the  
                                                                                           software  that  is  right  for  you.                                     software  that  is  right  for  you.                                            software  that  is  right  for  you.
                                                   »  Protrade  Standard
                                                   »  Protrade  Platinum
                                                   »  Algorithms

                                                   OPEN  ACCOUNT                           PROTRADE  VIEW
                                                   CONTACT  US

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                                                                                           PROTRADE  STANDARD




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                                                                                                              Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners
                                                                                                 ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.                   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                                                                                                          POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 31
WEBSITE CONCEPT >> ENVY >> STANDARD PLATFORM

                                                                                                                                                                                           »  Institutions                    »  Individuals                    »  Financial  Professionals
                                                           KNOWLEDGE CREATES OPPORTUNITY                                                                        About                            Help                            Press  Center                            Careers                            Contact




                                                   GET  STARTED                       DOWNLOAD  REGISTRATION
                                                                                      Please  register  to  download  the  software  you  wish  to  try  out.
                                                   ABOUT  PROTRADE

                                                   STRATEGIES  &  PLATFORMS
                                                   »  Strategies
                                                   »  Protrade  View
                                                   »  Protrade  Standard
                                                   »  Protrade  Platinum
                                                   »  Algorithms                      PROTRADE  STANDARD
   Google+
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                                                   CONTACT  US

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                                                                                                         Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners
                                                                                            ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.              THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                                                                                                          POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 32
WEBSITE CONCEPT >> ENVY >> ACCOUNT FEATURES

                                                                                                                                                                                                  »  Institutions                    »  Individuals                    »  Financial  Professionals
                                                                KNOWLEDGE CREATES OPPORTUNITY                                                                          About                            Help                            Press  Center                            Careers                            Contact




                                                   GET  STARTED                              CHOOSE  YOUR  PREFERRED  COMMISSION  PLAN
                                                                                             Protrade  offers  a  flexible  commission  structure.  Choose  between  per  trade  or  per  
                                                   STRATEGIES  &  PLATFORMS                  share  plans.  We  customize  our  commission  structure  to  save  you  the  most  money.
                                                   OPEN  ACCOUNT

                                                   ACCOUNT  FEATURES
                                                   »  Commissions
                                                   »  On-­line  events
                                                   »  Live  events




                                                                                            Privacy  Policy            Disclosure            Site  Map            Terms  &  Conditions            Copyright

                                                                                                                Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners
                                                                                                   ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc.




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.                     THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .                                                                                                                                                POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 33
WEBSITE ARCHITECTURE >> HOME PAGE




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 34
WEBSITE ARCHITECTURE >> ABOUT SECTION




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 35
WEBSITE ARCHITECTURE >> HELP SECTION




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 36
WEBSITE ARCHITECTURE >> PRESS CENTER SECTION




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 37
WEBSITE ARCHITECTURE >> CAREERS SECTION




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 38
WEBSITE ARCHITECTURE >> INSTITUTION SECTION




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 39
WEBSITE ARCHITECTURE >> INDIVIDUAL INVESTORS SECTION




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 40
WEBSITE ARCHITECTURE >> FINANCIAL PROFESSIONALS SECTION




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 41
WEBSITE ARCHITECTURE >> STATEGIES & PLATFORMS SECTION




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 42
WEBSITE ARCHITECTURE >> DISCLOSURE SECTION




COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 43
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Protrade Financial Creative Presentation

  • 1. PROTRADE FINANCIAL CREATIVE PRESENTATION FOR BRAND AND WEBSITE STRATEGY
  • 2. CONTENTS Protrade Financial » Brand Strategy 19 Online Rectangle Ad Website Concept » Envy 2 Firm Profile 20 Sales Collateral 28 Home Page 3 Goals & Objectives 21 Print Ad 29 Institutions Home 4 Target Audiences Protrade Financial » Website strategy 30 Strategies & Platforms 5 SWOT Analysis 22 User Goals & Tasks 31 Protrade Standard Platform Brand Concept » No Bull 32 Account Features Website Concept » No Bull 6 Creative Brief Protrade Financial » Website Architecture 23 Home Page 7 Identity 24 Institutions Home 33 Home Page 8 Stationery System 25 Strategies & Platforms 34 About Section 9 Online Banner Ad 26 Protrade Standard Platform 35 Help Section 10 Online Skyscraper Ad 27 Account Features 36 Press Center Section 11 Online Rectangle Ad 12 Sales Collateral Brand Concept » Envy 37 Careers Section 13 Print Ad 14 Creative Brief 38 Institution Section 15 Identity 39 Individual Investors Section Brand Concept » Envy 16 Stationery System 40 Financial Professionals Section 14 Creative Brief 17 Online Banner Ad 41 Strategies & Platforms Section 15 Identity 18 Online Skyscraper Ad 16 Stationery System 42 Disclosure Section 19 Online Rectangle Ad 17 Online Banner Ad 20 Sales Collateral 18 Online Skyscraper Ad 21 Print Ad COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 2
  • 3. BRAND STRATEGY >> FIRM PROFILE Protrade is a direct access trading broker-dealer built upon the extensive experience of a full-service trading firm. Unlike traditional direct access trading firms, Protrade offers its customers a team of top traders with an impressive background in the financial markets, including a daily presence on the New York Stock Exchange. Protrade is committed to technology and innovation by developing and offering sophisticated trading platforms and algorithms designed to meet the needs of active investors. Protrade strategic partnerships with financial educators will allow customers to attend informative online and live events to assist them in achieving their financial goals. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 3
  • 4. BRAND STRATEGY >> GOALS & OBJECTIVES The immediate goal within the first 3 months is to capture as many past relationships to Protrade as possible. The goal is to convert between 200 and 300 customers. During this initial three-month phase, Protrade would like to introduce 50-75 new active retail customers to their new website. Active means customers that do 100+ trades per month. At the end of 6 months, Protrade would like to have 150-200 new retail relationships. And by the end of the first year, the goal is to have 500 relationships. These relationships would be split; 80% active retail and 20% institutional customers. However, it would desirable to have the customer mix more heavily tilted to the institutional side as those customers tend to be more self sufficient and more successful. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 4
  • 5. BRAND STRATEGY >> TARGET AUDIENCES Institutions • Hedge Funds • Proprietary Trading Groups • Brokers Financial Professionals • Registered Investment Advisors (RIA) • Commodity Trading Advisors (CTA) Financial Professionals • High net-worth individuals COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 5
  • 6. BRAND STRATEGY >> SWOT ANALYSIS Strengths Opportunities • Only online trading firm with roots/presence • Online firms are going away from floor presence on the floor to all online • Provide 3 levels of service • Hedge funds are growing • Aligned with educational firms (webinars, seminars) • Active traders, retired high net-worth baby boomers • Software (Omni Pro) + developing exclusive • Awareness of electronic trading algorithms • World events, better to have “floor” knowledge in times of crisis Weaknesses • Regulatory changes • New to the game (Meridian) • Staffing/growing challenges Threats • Trend has been to go totally electronic/online, • World events eliminate human involvement • Stock market collapse • Available 7am-7pm Monday-Friday; other sites • Regulatory changes are 24/7/365 • Commission rate war • No 3rd party ratings, e.g., Barron’s, Kiplinger’s, etc. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 6
  • 7. BRAND CONCEPT >> NO BULL >> CREATIVE BRIEF The direct access trading category tends to make a lot of claims that emphasize technology-only solutions. Active investors can see right through these claims. The objective of this brand promise is to offer relevant insight and tools to these seasoned traders that they can’t get anywhere else. This promise is supported by the positioning statement that would always accompany the Protrade logotype, Informed Investors Win. This statement, combined with the strength of positive associations to the Bull symbol, reinforce to prospects and customers alike that Protrade will give them the competitive edge to make more money. In both off- and online advertising and promotions, the positioning statement will be extended into a memorable headline that reinforces the Protrade brand, Informed Investors Win. That’s No Bull. That’s Protrade. Imagery will depict the experienced Protrade team in action. The colors blue and gray give the firm a feel of stability, while the black adds a contemporary edge to the brand. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 7
  • 8. BRAND CONCEPT >> NO BULL >> IDENTITY COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 8
  • 9. BRAND CONCEPT >> NO BULL >> STATIONARY SYSTEM I N F O R M E D I N V E S TO R S W I N Protrade Financial A Division of Meridian Equity Partners 40 Broad Street, 4th Floor New York, NY 10004 P: 212.359.0030 I N F O R M E D I N V E S TO R S W I N F: 212.785.0041 www.protradefinancial.com George Muniz Protrade Financial Senior Managing Partner A Division of Meridian Equity Partners gmuniz@protradefinancial.com 40 Broad Street, 4th Floor New York, NY 10004 P: 212.359.0030 F: 212.785.0041 www.protradefinancial.com I N F O R M E D I N V E S TO R S W I N Protrade Financial A Division of Meridian Equity Partners 40 Broad Street, 4th Floor New York, NY 10004 COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 9
  • 10. BRAND CONCEPT >> NO BULL >> ONLINE BANNER AD COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 10
  • 11. BRAND CONCEPT >> NO BULL >> ONLINE SKYSCRAPER AD COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 11
  • 12. BRAND CONCEPT >> NO BULL >> ONLINE RECTANGLE AD INFORMED INVESTORS WIN. THAT’S NO BULL. THAT’S PROTRADE. www.ProtradeFinancial.com INFORMED INVESTORS WIN A Division of Meridian Equity Partners COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 12
  • 13. BRAND CONCEPT >> NO BULL >> SALES COLLATERAL www.ProtradeFinancial.com www.ProtradeFinancial.com INSTITUTIONS » Direct Access Trading Considering that there are so many technical aspects related to direct access trading, it is easy for some investors to view tools as the solution for simplifying and mak- INFORMED INVESTORS ing sense of the complex world of trading. But the simple truth about manag- ing trades is that while WIN. tools are integral to doing our jobs, they can’t be allowed to overcom- pensate for market volatility. There are no substitutes for human insight and market floor experi- ence, and a non-balanced, techni- cally-focused approach leads to unbalanced portfolio performance. But the simple truth about manag- ing trades is that while tools are integral to doing our jobs, they can’t be allowed to overcom- pensate for market volatility. There are no substitutes for human insight and market floor experi- ence, and a non-balanced, techni- cally-focused approach leads to unbalanced portfolio performanc I N F O R M E D I N V E S TO R S W I N George Muniz Protrade Financial Senior Managing Partner A Division of Meridian Equity Partners gmuniz@protradefinancial.com 40 Broad Street, 4th Floor New York, NY 10004 P: 212.359.0030 F: 212.785.0041 www.protradefinancial.com A Division of Meridian Equity Partners COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 13
  • 14. BRAND CONCEPT >> NO BULL >> PRINT AD www.ProtradeFinancial.com INFORMED INVESTORS WIN. » Direct Access Trading » Traders on the Floor » Educational Events Considering that there are so many technical tools are integral to doing our jobs, they can’t aspects related to direct access trading, it is be allowed to overcompensate for market Protrade Financial easy for some investors to view tools as the volatility. There are no substitutes for human 40 Broad Street, 4th Floor solution for simplifying and making sense of insight and market floor experience, and a New York, NY 10004 the complex world of trading. But the simple non-balanced, technically-focused approach P: 212.359.0030 truth about managing trades is that while leads to unbalanced portfolio performance. F: 212.785.0041 A Division of Meridian Equity Partners COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 14
  • 15. BRAND CONCEPT >> ENVY >> CREATIVE BRIEF The direct access category has very much become a category. Many of these direct access companies offer very similar tool sets to traders, which negates strategic advantage and forces them to compete on commission and transaction rates. Active traders are more discerning and want the competitive edge. That’s the objective of this brand promise. This promise is supported by the positioning statement that would always accompany the Protrade logotype, Knowledge Creates Opportunity. This statement, combined with the positive direction of the triangular shape, reinforces to prospects and customers alike that Protrade will give them the competitive edge to make more money. In both off- and online advertising and promotions, the brand promise will be emphasized with a memorable headline and graphic combination. The headline, They’ll See green. You’ll Be in the Green, with the image of an euphoric Protrade customer depicted literally in green with a gold glow, clearly communicates they will be the envy of colleagues and competitors. The colors green and gold give the firm a regal feel, while the black adds a contemporary edge to the brand. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 15
  • 16. BRAND CONCEPT >> ENVY >> IDENTITY COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 16
  • 17. BRAND CONCEPT >> ENVY >> STATIONARY SYSTEM KNOWLEDGE CREATES OPPORTUNITY A D I V I S I O N O F M E R I D I A N E Q U I T Y P A R T -­ P: 212.359.0030 F: 212.785.0041 40 Broad Street New York, NY 10004 KNOWLEDGE CREATES OPPORTUNITY P: 212.359.0030 F: 212.785.0041 40 Broad Street New York, NY 10004 A D I V I S I O N O F M E R I D I A N E Q U I T Y P A R T -­ KNOWLEDGE CREATES OPPORTUNITY 40 Broad Street New York, NY 10004 A D I V I S I O N O F M E R I D I A N E Q U I T Y P A R T -­ COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 17
  • 18. BRAND CONCEPT >> ENVY >> ONLINE BANNER AD COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 18
  • 19. BRAND CONCEPT >> ENVY >> ONLINE SKYSCRAPER AD COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 19
  • 20. BRAND CONCEPT >> ENVY >> ONLINE RECTANGLE AD INFORMED THEY’LL SEE INVESTORS WIN. GREEN. THAT’S NO BULL. YOU’LL BE IN THAT’S PROTRADE. THE GREEN. www. ProtradeFinancial.com w.ProtradeFinancial.com ww KNOWLEDGE CREATES OPPORTUNITY informedinvestorswin COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 20
  • 21. BRAND CONCEPT >> ENVY >> SALES COLLATERAL INSTITUTIONS THEY’LL SEE GREEN. . » Direct Access Trading Considering that there are so OU’LL BE IN THE GREEN many technical aspects related to direct access trading, it is easy for Y some investors to view tools as the solution for simplifying and mak-­ ing sense of the complex world of trading. But the simple truth about man-­ aging trades is that while tools are integral to doing our jobs, they can’t be allowed to overcompen-­ sate for market volatility. There are no substitutes for human in-­ and a non-­balanced, technically-­ focused approach leads to unbal-­ anced portfolio performance. it is easy for some investors to view tools as the solution for sim-­ plifying and making sense of the complex world of trading. But the simple truth about man-­ aging trades is that while tools are integral to doing our jobs, they can’t be allowed to overcompen-­ sate for market volatility. There are no substitutes for human in-­ and a non-­balanced, technically-­ focused approach leads to unbal-­ anced portfolio performance. KNOWLEDGE CREATES OPPORTUNITY George Muniz Senior Managing Partner P: 212.359.0030 F: 212.785.0041 40 Broad Street Fourth Floor New York, NY 10004 A D I V I S I O N O F M E R I D I A N E Q U I T Y P A R T -­ trad eFin anc ial.c om EQU ITY PAR TNE RS | www.Pro A DIV ISIO N OF ME RID IAN COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 21
  • 22. BRAND CONCEPT >> ENVY >> PRINT AD www.ProtradeFinancial.com THEY’LL SEE GREEN. YOU’LL BE IN THE GREEN. » Direct Access Trading Considering that there are so are integral to doing our jobs, » Traders on the Floor many technical aspects related they can’t be allowed to over-­ » Educational Events to direct access trading, it is compensate for market volatil-­ KNOWLEDGE easy for some investors to view ity. There are no substitutes CREATES OPPORTUNITY tools as the solution for simpli-­ for human insight and market fying and making sense of the complex world of trading. But balanced, technically-­focused P: 212.359.0030 the simple truth about manag-­ approach leads to unbalanced F: 212.785.0041 40 Broad Street ing trades is that while tools portfolio performance. Fourth Floor New York, NY 10004 A D I V I S I O N O F M E R I D I A N E Q U I T Y PA R T N E R S COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 22
  • 23. WEBSITE STRATEGY >> USER GOALS & TASKS Retail/Personal Trader Institutional – Hedge Funds Active Trader Goal: Goal: Goal: • Establish online account • Establish online account • Establish online account • Learn more about trading and/or Tasks: Tasks: online trading • Demo software • Establish relationship with Tasks: • Check rate schedule broker/trader • View costs for software license, • Check out Protrade organization • Demo software commissions • Check rate schedule • Inquiry • Training – webinars • Check out Protrade organization • Create account • Newsletter – Info • Inquiry • Download software • Demo Software • Create account • Download software COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 23
  • 24. WEBSITE CONCEPT >> NO BULL >> HOME PAGE |                                                                | »  Institutions                                »  Individuals                                »  Financial  Professionals INFORMED INVESTORS WIN ABOUT  US          |          HELP          |          PRESS  CENTER          |          CAREERS          |          CONTACT INSTITUTIONS INDIVIDUALS FINANCIAL  PROFESSIONALS Review  our  range  of  customized   Discover  a  wealth  of  market  insight   Find  the  comprehensive  product   products  and  services  designed  to   and  product  information  on  funds,   information,  daily  performance  data   meet  the  needs  of  institutional   managed  accounts  and  alternative   and  market  insight  you  need  to   investors  and  their  consultants. investments  to  facilitate  your   support  your  practice  and  your  clients. investment  decisions. »  Get  Started »  Get  Started »  Get  Started PRIVACY  POLICY      |      DISCLOSURE      |      SITE  MAP      |      TERMS  &  CONDITIONS      |      COPYRIGHT Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 24
  • 25. WEBSITE CONCEPT >> NO BULL >> INSTITUTIONS HOME |                                                                | »  Institutions                                »  Individuals                                »  Financial  Professionals INFORMED INVESTORS WIN ABOUT  US          |          HELP          |          PRESS  CENTER          |          CAREERS          |          CONTACT GET  STARTED ABOUT  PROTRADE STRATEGIES  &  PLATFORMS OPEN  ACCOUNT CONTACT  US ACCOUNT  FEATURES »  Commissions »  On-­line  events »  Live  events Protrade  offers  a  flexible   Protrade  offers  a  flexible   Protrade  offers  a  flexible   commission  structure.   commission  structure.   commission  structure.   Choose  between  per  trade   Choose  between  per  trade   Choose  between  per  trade   or  per  share  plans.  We   or  per  share  plans.  We   or  per  share  plans.  We   customize  our  commission   customize  our  commission   customize  our  commission   structure  to  save  you  the   structure  to  save  you  the   structure  to  save  you  the   most  money. most  money. most  money. PRIVACY  POLICY      |      DISCLOSURE      |      SITE  MAP      |      TERMS  &  CONDITIONS      |      COPYRIGHT Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 25
  • 26. WEBSITE CONCEPT >> NO BULL >> STRATEGIES & PLATFORMS |                                                                | »  Institutions                                »  Individuals                                »  Financial  Professionals INFORMED INVESTORS WIN ABOUT  US          |          HELP          |          PRESS  CENTER          |          CAREERS          |          CONTACT GET  STARTED VIEW DEMO DOWNLOAD Protrade  offers  a  variety   Protrade  offers  a  variety   Protrade  offers  a  variety   ABOUT  PROTRADE of  software  to  fit  your   of  software  to  fit  your   of  software  to  fit  your   STRATEGIES  &  PLATFORMS needs.  Click  through  the   needs.  Click  through  the   needs.  Click  through  the   screenshots  to  see  what   screenshots  to  see  what   screenshots  to  see  what   »  Strategies each  package  offers.   each  package  offers.   each  package  offers.   »  Protrade  View Then  download  and   Then  download  and   Then  download  and   »  Protrade  Standard demo  the  software  that   demo  the  software  that   demo  the  software  that   is  right  for  you. is  right  for  you. is  right  for  you. »  Protrade  Platinum »  Algorithms OPEN  ACCOUNT PROTRADE  VIEW CONTACT  US ACCOUNT  FEATURES PROTRADE  STANDARD PRIVACY  POLICY      |      DISCLOSURE      |      SITE  MAP      |      TERMS  &  CONDITIONS      |      COPYRIGHT Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 26
  • 27. WEBSITE CONCEPT >> NO BULL >> STANDARD PLATFORM |                                                                | »  Institutions                                »  Individuals                                »  Financial  Professionals INFORMED INVESTORS WIN ABOUT  US          |          HELP          |          PRESS  CENTER          |          CAREERS          |          CONTACT GET  STARTED DOWNLOAD  REGISTRATION Please  register  to  download  the  software  you  wish  to  try  out. ABOUT  PROTRADE STRATEGIES  &  PLATFORMS »  Strategies »  Protrade  View »  Protrade  Standard »  Protrade  Platinum PROTRADE  STANDARD »  Algorithms OPEN  ACCOUNT CONTACT  US ACCOUNT  FEATURES PRIVACY  POLICY      |      DISCLOSURE      |      SITE  MAP      |      TERMS  &  CONDITIONS      |      COPYRIGHT Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 27
  • 28. WEBSITE CONCEPT >> NO BULL >> ACCOUNT FEATURES |                                                                | »  Institutions                                »  Individuals                                »  Financial  Professionals INFORMED INVESTORS WIN ABOUT  US          |          HELP          |          PRESS  CENTER          |          CAREERS          |          CONTACT GET  STARTED CHOOSE  YOUR  PREFERRED  COMMISSION  PLAN Protrade  offers  a  flexible  commission  structure.  Choose  between  per  trade  or  per   ABOUT  PROTRADE share  plans.  We  customize  our  commission  structure  to  save  you  the  most  money. STRATEGIES  &  PLATFORMS OPEN  ACCOUNT CONTACT  US ACCOUNT  FEATURES »  Commissions »  On-­line  events »  Live  events PRIVACY  POLICY      |      DISCLOSURE      |      SITE  MAP      |      TERMS  &  CONDITIONS      |      COPYRIGHT Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 28
  • 29. WEBSITE CONCEPT >> ENVY>> HOME PAGE »  Institutions                    »  Individuals                    »  Financial  Professionals KNOWLEDGE CREATES OPPORTUNITY About                            Help                            Press  Center                            Careers                            Contact INSTITUTIONS INDIVIDUALS FINANCIAL  PROFESSIONALS Review  our  range  of  customized   Discover  a  wealth  of  market  insight   Find  the  comprehensive  product   products  and  services  designed  to   and  product  information  on  funds,   information,  daily  performance  data   meet  the  needs  of  institutional   managed  accounts  and  alternative   and  market  insight  you  need  to   investors  and  their  consultants. investments  to  facilitate  your   support  your  practice  and  your  clients. »  Get  Started investment  decisions. »  Get  Started »  Get  Started Privacy  Policy            Disclosure            Site  Map            Terms  &  Conditions            Copyright Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 29
  • 30. WEBSITE CONCEPT >> ENVY>> INSTITUTIONS HOME »  Institutions                    »  Individuals                    »  Financial  Professionals KNOWLEDGE CREATES OPPORTUNITY About                            Help                            Press  Center                            Careers                            Contact GET  STARTED STRATEGIES  &  PLATFORMS OPEN  ACCOUNT ACCOUNT  FEATURES »  Commissions »  On-­line  events »  Live  events Protrade  offers  a   Protrade  offers  a   Protrade  offers  a   flexible   flexible   flexible   commission   commission   commission   structure.  Choose   structure.  Choose   structure.  Choose   between  per  trade  or  per  share   between  per  trade  or  per  share   between  per  trade  or  per  share   plans.  We  customize  our   plans.  We  customize  our   plans.  We  customize  our   commission  structure  to  save   commission  structure  to  save   commission  structure  to  save   you  the  most  money. you  the  most  money. you  the  most  money. Privacy  Policy            Disclosure            Site  Map            Terms  &  Conditions            Copyright Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 30
  • 31. WEBSITE CONCEPT >> ENVY >> STRATEGIES & PLATFORMS »  Institutions                    »  Individuals                    »  Financial  Professionals KNOWLEDGE CREATES OPPORTUNITY About                            Help                            Press  Center                            Careers                            Contact GET  STARTED VIEW DEMO DOWNLOAD Protrade  offers  a  variety  of   Protrade  offers  a  variety  of   Protrade  offers  a  variety  of   ABOUT  PROTRADE different  software  to  fit  your   different  software  to  fit  your   different  software  to  fit  your   needs.  Click  through  the   needs.  Click  through  the   needs.  Click  through  the   STRATEGIES  &  PLATFORMS screenshots  to  see  what  each   screenshots  to  see  what  each   screenshots  to  see  what  each   »  Strategies package  offers.  Then   package  offers.  Then   package  offers.  Then   »  Protrade  View download  and  demo  the   download  and  demo  the   download  and  demo  the   software  that  is  right  for  you. software  that  is  right  for  you. software  that  is  right  for  you. »  Protrade  Standard »  Protrade  Platinum »  Algorithms OPEN  ACCOUNT PROTRADE  VIEW CONTACT  US ACCOUNT  FEATURES PROTRADE  STANDARD Privacy  Policy            Disclosure            Site  Map            Terms  &  Conditions            Copyright Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 31
  • 32. WEBSITE CONCEPT >> ENVY >> STANDARD PLATFORM »  Institutions                    »  Individuals                    »  Financial  Professionals KNOWLEDGE CREATES OPPORTUNITY About                            Help                            Press  Center                            Careers                            Contact GET  STARTED DOWNLOAD  REGISTRATION Please  register  to  download  the  software  you  wish  to  try  out. ABOUT  PROTRADE STRATEGIES  &  PLATFORMS »  Strategies »  Protrade  View »  Protrade  Standard »  Protrade  Platinum »  Algorithms PROTRADE  STANDARD Google+ OPEN  ACCOUNT CONTACT  US ACCOUNT  FEATURES Privacy  Policy            Disclosure            Site  Map            Terms  &  Conditions            Copyright Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 32
  • 33. WEBSITE CONCEPT >> ENVY >> ACCOUNT FEATURES »  Institutions                    »  Individuals                    »  Financial  Professionals KNOWLEDGE CREATES OPPORTUNITY About                            Help                            Press  Center                            Careers                            Contact GET  STARTED CHOOSE  YOUR  PREFERRED  COMMISSION  PLAN Protrade  offers  a  flexible  commission  structure.  Choose  between  per  trade  or  per   STRATEGIES  &  PLATFORMS share  plans.  We  customize  our  commission  structure  to  save  you  the  most  money. OPEN  ACCOUNT ACCOUNT  FEATURES »  Commissions »  On-­line  events »  Live  events Privacy  Policy            Disclosure            Site  Map            Terms  &  Conditions            Copyright Protrade  Financial    |    A  Division  of  Meridian  Equity  Partners ©  Protrade  Financial.      All  rights  reserved          |          Integrated  Marketing  Solutions  by  Emaginex,  Inc. COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . POTRADE FINANCIAL | 2012 BRAND & WEBSITE STRATEGY | 33
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