News

StatementOne Adds Intervest International Equities Corporation To Client Roster

Web-based consolidated portfolio accounting solution chosen for it's ease-of-use

October 28, 2003 - Lawrenceville, NJ - StatementOne, the industry leader in enterprise financial data consolidation and performance reporting, announced today that they will transfer Intervest's data into the StatementOne solution.

Intervest's goal is to exceed their advisors' expectations for service and help them exceed their goals for success. Providing the best technology solutions is very important to the management team at Intervest. StatementOne provides Intervest with a complete portfolio accounting and performance reporting solution that their advisors can access anytime and from any location. With StatementOne's Web-based solution, Intervest's advisors and their clients can now access all their up-to-date account information and run reports with the click of a mouse.

"We chose StatementOne because it is so easy to use. The StatementOne solution will help our advisors be more successful because they can focus on client service and advice instead of routine data-management issues," said David Smith, president of Intervest. "Intervest's advisors can now make better use of their time on revenue producing activities, rather than on the time-consuming tasks of downloading and managing client data," said Greg Pacholski, president and chief executive office of StatementOne.

About Intervest International Equities Corporation

Intervest International, Inc. (III) is a Registered Investment Advisor and is the parent company of Intervest International Equities Corporation. Intervest specializes in total financial planning for families, business executives, and small business owners as well as military and government personnel. They feature an exclusive group of Certified Financial Planner(tm) licensees and associates who provide complete and objective financial advice for their clients. More information can be found on their Web site at www.intervestintl.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, compliance and CRM applications.

StatementOne currently manages account data for more than 60 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, banks, credit unions and insurance companies. For more information, contact Stuart Tarmy at 609-806-0227.