News

Triad Advisors Chooses StatementOne for Enterprise Data Consolidation...

Web-based portfolio accounting solution will aid in advisor recruitment and retention

March 27, 2003 — LAWRENCEVILLE, NJ — StatementOne, the industry leader in enterprise financial data consolidation and performance reporting, announced today that Triad Advisors, has signed an agreement to integrate StatementOne’s consolidated portfolio accounting and performance reporting solution into their technology infrastructure.

Triad Advisors, Inc. is a full service, independent broker-dealer, registered investment advisor (SEC) and insurance agency headquartered in Atlanta, Georgia. Triad provides its OSJs and Registered Reps with some of the most competitive and innovative programs available in the industry, with a solid structure in place to help advisors retain and grow their assets. Triad believes in giving clients flexibility and choices when it comes to establishing a relationship with their financial advisor, and supports their advisors with state-of-the-art technology and marketing support.

"We're committed to providing our financial advisors with access to the best technology available in the industry, and StatementOne certainly fits that bill," says Triad Advisors' Craig Smith. He adds, "Having access to web-based consolidated portfolio accounting will enable our advisors to be more productive and more responsive to the needs of their investor clients, and will, we believe, improve the probability of success."

"We're pleased to have been chosen by Triad Advisors to deliver our consolidated portfolio accounting solution to their reps," said StatementOne President Greg Pacholski. He added, "More and more of our clients are recognizing that our web-based portfolio accounting platform helps improve recruitment and retention of advisors, and are actively integrating our solution as a part of their broader technology offering. Triad was quick to realize the potential for StatementOne to help them grow their own business as well as those of their advisors. It's really a 'win-win' solution for all parties."

About StatementOne...

Founded in 1993, StatementOne provides technology solutions to the retail wealth management market. For financial institutions, they consolidate enterprise investment account data in a scalable and accurate way, to power best-of-breed applications used for business planning, analytics, product development, compliance, and CRM. For financial advisors and their clients, they deliver a powerful, yet easy-to-use web-based portfolio accounting and performance reporting solution that enables advisors to provide better and more timely advice. This helps advisors boost top-line revenue while reducing administrative costs, and increases the probability of financial success for both them and their clients.

StatementOne currently manages account data for 49 financial institution clients, representing over one hundred fifty billion dollars in assets, tens of thousands of financial advisors, and millions of investors and individual accounts. Their current clients include independent broker/dealers, banks, credit unions and other financial institutions.

For more information contact StatementOne at marketing@statementone.com.