News

eMoney Advisor Integrates with Albridge Solutions'

Deploys Data Aggregation Solution to Manage Client's Domiciled and Held-Away Assets

- Expands AdvisorPlatform™ Investment Functionality and Access to Top Quality Data

- Financial Advisors Benefit From Access to Performance Reporting and Statement Consolidation

Conshohocken, PA - October 5, 2004—eMoney Advisor, a leading provider of holistic wealth planning and client management solutions, today announced that it has successfully integrated with Albridge Solutions' Web Services platform. Albridge Solutions, formerly StatementOne, is the industry leader in enterprise financial data consolidation and performance reporting. Albridge Solutions' Web Services platform provides a seamless and secure way to pass consolidated client, account and holding information between Albridge Solutions and its partners. Now advisors can interact with consolidated performance reports from Albridge, and then that same data can populate the current holdings in eMoney's AdvisorPlatform™ planning functionality.

"This partnership with Albridge Solutions allows us to provide a tremendous advantage and benefit to those financial advisors who are actively providing investment reports and counseling," said Edmond Walters, CEO of eMoney Advisor. "Many of our clients are looking for a platform that meets not only their financial planning needs, but also meets their investment support requirements. With the quality of data available from Albridge Solutions, the combination of eMoney Advisor and Albridge Solutions is unbeatable in terms of data, planning and reporting."

"Our new relationship with eMoney Advisor provides a benefit to the more than 60,000 fee-based advisors who have access to our Wealth Reporting service," said Greg Pacholski, Albridge Solutions' President and CEO. "Our goal is to ensure that our customer's data seamlessly feeds a premier wealth planning and client management technology."

eMoney's AdvisorPlatform is an award-winning, web-based wealth planning and client management tool that offers an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client's needs. The AdvisorPlatform also includes the most robust Client Financial Home Page available through any planning system, giving clients 24x7 access to their updated, aggregated financial information and an online document storage Vault for their legal and financial documents.

About Albridge Solutions

Founded in 1993, Albridge Solutions (formerly StatementOne) consolidates enterprise investment account data, delivering a powerful, easy-to-use Web-based portfolio accounting and performance reporting solution to financial institutions. Albridge Solutions' Web Services platform allows a seamless secure way to pass valuable consolidated information from the Albridge Solutions database to other critical applications in an advisor's practice such as business planning, analytics, product development and CRM applications. Albridge Solutions currently manages account data for more than 70 financial institutions, representing over $500 billion in assets, tens of thousands of financial advisors and millions of investors. Their current clients include independent broker-dealers, registered investment advisors, banks, credit unions and insurance companies. For more information, contact Stuart Tarmy at 609-806-0227.

About eMoney Advisor

eMoney Advisor is an award-winning provider of holistic wealth planning and client management solutions focused on maximizing the value of the advisor-client relationship. eMoney's AdvisorPlatform is a web-based planning and ongoing client management tool that offers an aggregated, comprehensive view of a client's financial life, as well as features and functions that enable real-time, in-depth planning and proactive servicing of a client's needs beyond the planning stage. eMoney's solutions are currently being used by thousands of advisors in more than 40 states across the country, including advisors from large enterprises such as Massachusetts Mutual Insurance Company (MassMutual), MetLife, PricewaterhouseCoopers, Union Central, Century Business Services, Inc. (CBIZ) and First Commonwealth, among others. eMoney also counts some of the nation's leading advisory firms as clients, including Premier Planning Group LLC and the Andesa Group. For more information, visit www.emoneyadvisor.com.

eMoney Advisor
Michelle Pujadas
Tel: (610) 684-4662
E-mail: michellep@emoneyadvisor.com