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Securities America, Inc. Implements Albridge Technology for Enterprise Data Consolidation and Wealth ReportingLawrenceville, NJ — September 19, 2006 – Albridge Solutions Inc., a provider of enterprise data management (EDM), Web-based portfolio accounting and performance reporting solutions, announced that its EDM and wealth reporting technology has been implemented by Securities America, Inc. Albridge’s platform will serve as the client information database and wealth reporting technology behind Securities America’s WealthMonitor application that is accessed by the firm’s network of 1,800 financial advisors. Albridge’s technology provides Securities America’s financial advisors with the ability to generate on demand, personalized performance reports on client accounts, and access to a consolidated view of their clients’ net worth. This places Securities America’s financial advisors among an elite group that can provide high-net-worth clients with an essential service—one consolidated performance report that includes of all of their assets and accounts, a key challenge highlighted in the 2006 Capgemini World Wealth Report. “Access to Albridge’s technology provides Securities America advisors with access to a powerful tool for providing consolidated reporting on their clients’ accounts and ensuring that results align closely with a client’s financial plan,” said Securities America’s Dennis King, vice president – business development. “This is a capability that select few financial advisors across the industry can offer today.” “Financial services firms like Securities America that address the need to provide clients with a consolidated view of their net worth are at the forefront of the industry,” said Jake Rohn, executive vice president, Albridge Solutions. “We look forward to delivering wealth reporting solutions that help Securities America’s financial advisors provide unsurpassed wealth management service to their clients.” About Securities America About Albridge Solutions Contact: Jason Beyersdorfer 609-806-0235 For More Information: |