News

iNation Teams Up With Albridge Solutions to Offer Financial Advisors One Web-Based Solution for All Their Client Data Needs

Strategic partnership combines iNation’s state-of-the-art NationBuilder™ CRM platform with industry-leading portfolio accounting and performance reporting from Albridge

SCOTTSDALE, ARIZ. – January 10, 2006 –iNation has announced a strategic partnership with Albridge Solutions, the leading provider of enterprise data management (EDM), portfolio accounting and performance reporting solutions to advisors and institutions.

Through the partnership, subscribers to iNation’s innovative NationBuilder™ customer relationship management (CRM) tool now have access to Albridge Solutions’ consolidated customer account information via one secure web portal.

“NationBuilder™ is a web-based CRM application that automates daily tasks and important business communications for financial advisors,” said Gary Bennett, president of iNation. “By partnering with Albridge, we are able to provide NationBuilder subscribers with immediate access to the most dependable source of consolidated customer account information available.”

Both iNation and Albridge are dedicated to helping financial advisors boost top-line revenue while reducing administrative costs and increasing the probability of financial success for both advisors and their clients. The companies’ web-based solutions offer anytime, anywhere access to client data, account information, calendars, notes and e-mail.

According to Bennett, financial advisors can now segment their book of business by searching and sorting using a number of variables. For example, an advisor could look at all clients invested in a particular investment, with a certain account size, who live in the same area and have common interests, and then use that data to automatically send e-mail communications or a mail campaign to a targeted group.

With a single sign-on, advisors can view both their clients’ front-end information – such as contact information, lead/referral source and marketing campaign history – and back-end account and holdings information without toggling between the two tools. Advisors can then use information from both sources to launch campaigns, perform email blasts and analyze market share and sales.

“Collecting, organizing and manually entering customer account information into multiple applications is a thing of the past. More and more advisors are leveraging the Albridge Virtual Office Suite to free up time that can be better spent building client relationships and creating new ones,” said Greg Pacholski, Albridge Solutions’ president and CEO. "Our Virtual Office Suite enables advisors to download up-to-date customer holdings information from Albridge directly into the iNation CRM solution, saving advisors valuable time and eliminating errors common to manual entry.”

Nation’s NationBuilder product is the first web-based CRM platform of its kind and was launched in 2005 after the company’s management team identified a critical need for a simple and economical alternative to traditional CRM applications. It is designed specifically for financial advisors and other sales professionals based on three years of research, development and testing by leading financial advisors and broker-dealers nationwide.

Advisors can manage multiple daily processes and perform a variety of tasks, including:

• Email with protected history;
• Template-driven and customized marketing campaigns;
• Address book with import/export features;
• Flexible scheduling calendar;
• Real-time tasks and events; and
• Comprehensive reporting.

iNation’s web-based CRM solution is available for a low monthly fee, with no upfront costs or annual contracts.

About iNation
iNation is the developer of NationBuilder, a state-of-the-art customer relationship management (CRM) tool that utilizes web-based technology to focus solely on the client and the customer. This robust, powerful solution is designed to help its users boost productivity and increase revenues. Built-in features can help decrease overhead costs; ensure adherence to compliance requirements, and increase privacy and security. iNation is privately held and is headquartered in Scottsdale, Arizona. For more information, please visit www.ination.com or contact Jonathan Thomas at 949-466-9014.

About Albridge Solutions
management (EDM) and web-based portfolio accounting and performance reporting solutions to the financial services industry. Financial institutions and advisors including investment management firms, insurance companies, banks, Registered Investment Advisors, and independent, insurance and bank broker-dealers rely on Albridge for the high quality consolidated data they need to succeed. Albridge Solutions consolidates account information from hundreds of data sources encompassing thousands of product companies and makes this valuable customer data readily accessible to many leading financial institutions and advisors. Using patent-pending technology, Albridge Solutions collects, cleanses and normalizes the transaction and position-level securities data it receives from settlement and clearing firms, data custodians, product companies and internal proprietary systems. This data is then used to power Albridge Wealth Reporting, our web-based portfolio accounting and performance reporting solution in use at over 100 financial services firms representing over $850 billion in assets, 60,000 financial advisors and millions of investors. Financial Institutions can also choose to receive cleansed and consolidated information via Albridge Web Services or Albridge Replicated Data Services to support enterprise level initiatives such as data-mining, CRM, compliance monitoring and other mission critical business applications. For more information, contact Chris Farber at sales@albridge.com.