News

Girard Securities, Inc. Inks Contract with StatementOne

Application Will Improve Advisor Productivity and Client Retention

April 29, 2004 - Lawrenceville, NJ - StatementOne, the industry leader in enterprise financial data aggregation and performance reporting announced today that Girard Securities, Inc. has signed an agreement to integrate StatementOne's proprietary, Web-based data consolidation and performance reporting platform into their technology infrastructure. Furthermore, StatementOne will also assist Girard Securities, Inc. with the consolidation and reporting of their RIA assets under management.

"We understand that our success depends on the quality of service we provide to our existing and prospective representatives, including outstanding support and top-quality financial products. Providing a solution such as StatementOne allows our advisor to keep their independence while enabling them with the tools to meet and exceed client's expectations," adds Susan Woltman, EVP and Chief Operating Officer. Partnering with StatementOne is a logical enhancement to our technological initiatives, and will not only give our representatives a competitive edge, it will also enable them to provide better and more timely advice to their clients."

StatementOne's proprietary direct-feed data collection and normalization technology enables financial institutions, their advisors and their investor clients to consolidate and report on a client's holdings from virtually any Internet-connected computer. "StatementOne's Web-based consolidation solution provides a proven way in which broker/dealers and other financial institutions can help retain and attract high net worth producers while boosting their top-line revenue and reducing further administrative costs", said Greg Pacholski, StatementOne's chief executive officer and president.

About Girard Securities, Inc.

Girard Securities, Inc. (Girard) is a privately-held, independent broker/dealer which has been in business since 1987 and serves over 100 licensed financial representatives. At Girard, the representative is the client and their business model is built on this fundamental fact. Trust is also a key component of our business model. Each member of the Girard Management Team was selected because of their core values and experience. This means you can rely on our integrity, ability, work ethic, quality of our character and commitment to do what is right. For additional information please visit Girard Securities Web site at www.girardsecurities.com.

About StatementOne

Founded in 1993, StatementOne consolidates enterprise investment account data, delivering a powerful, easy-to-use Web-based portfolio accounting and performance reporting solution to financial institutions. StatementOne's Web Services platform allows a seamless secure way to pass valuable consolidated information from the StatementOne database to other critical applications in an advisor's practice such as business planning, analytic, product development and CRM applications. StatementOne 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.