News

Albridge Solutions Expands Web Services Platform New Partnerships Support Data Integration with Estate Planning and CRM Software

Lawrenceville, NJ — August 28, 2006 – Albridge Solutions Inc., a provider of enterprise data management (EDM), Web-based portfolio accounting and performance reporting solutions, expanded the data integration capabilities available through its Albridge Web Services technology. This service supports the integration of the consolidated client data the Albridge platform delivers with a range of third-party applications. Now included among these solutions are estate planning and customer relationship management (CRM) applications developed by Integrated Trust Systems, Allied Financial Software, Inc. and ProTracker Software.

Through Integrated Trust Systems' estate planning solution, financial advisors can take advantage of a comprehensive platform that supports an investor's estate planning needs. The service enables financial advisors to coordinate the financial and legal services required to implement comprehensive estate plans for their clients, from document generation/placements to plan implementation and maintenance, and more.

Albridge Web Service's integration with Allied Financial Software's Act4Advisors and ProTracker Software's Advantage application supports automatic updating of these CRM solutions with critical client data. Financial advisors then have the ability to efficiently manage and track client relationships, conduct marketing campaigns, and monitor a range of tasks.

"Integrating the consolidated data our platform delivers with these solutions provides Albridge's clients with a key ingredient for achieving success—choice," said Tom Sullivan, vice president, Albridge. Expanding the Albridge Web Services alliance network provides financial advisors with the flexibility to profitably grow and manage their businesses using tools that best meet their needs and enables them to deliver a superior level of client service."

About Albridge Solutions
Albridge Solutions provides enterprise data management (EDM), Web-based portfolio accounting and performance reporting solutions to more than 140 financial services firms representing $1 trillion in assets, more than 90,000 financial advisors and millions of investors. Using patent-pending technology, Albridge Solutions consolidates account information from hundreds of data sources encompassing thousands of product companies. Through Albridge Wealth Reporting, the firm's web-based portfolio accounting and performance reporting solution, this valuable customer data is readily accessible to leading financial institutions and advisors including investment management firms, insurance companies, banks, registered investment advisors, and independent, insurance and bank broker-dealers. Additional information is available at www.albridge.com.

Contact: Jason Beyersdorfer 609-806-0235