News

G. A. Repple & Company Selects StatementOne For Consolidated Data Solutions

Web Services will allow advisors to seamlessly integrate StatementOne data with their financial planning applications

December 22, 2003 - Lawrenceville, NJ - StatementOne, the industry leader in enterprise financial data consolidation and performance reporting, announced today that G. A. Repple & Company would provide StatementOne's solution to their 100 planners. In addition G. A. Repple will utilize Web Services to bring StatementOne data into their desktop financial planning software.

"G. A. Repple & Company is committed to enhancing our people and technological resources. With StatementOne's application and Web Services, our planners will be able to considerably reduce manual data entry and can save hours of time currently spent getting data into their critical applications. Our planners will now be able to focus on their clients instead of data management and compliance risk issues," said Glenn Repple, CEO and founder of G.A. Repple & Company.

"We're pleased to provide G. A. Repple & Company with the benefits of the StatementOne technology platform. Their advisors can now focus on revenue producing activities, rather than on the time-consuming tasks of downloading and managing client data," said Greg Pacholski, president and CEO of StatementOne. He added, "By taking advantage of our Web Services platform, their planners will be able to leverage client data into other best-of-breed solutions that complement their practice."

About G. A. Repple & Company

G. A. Repple & Company is one of the nation's leading estate, securities and financial advisory firms specializing in advanced estate planning. They support estate-planning professionals nationally in 30 branch offices. The company is strategically aligned with some of the nations best and oldest trust companies to deliver state of the art planning. The firm was founded in 1982 and is a registered broker dealer licensed in all 50 states. The company is a registered investment advisor, who currently supports 100 planners. Additional information can be found on their Web site at www.garepple.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 65 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.