News

United Securities Alliance Chooses StatementOne for Enterprise Portfolio Accounting and Performance Reporting

January 28, 2003

LAWRENCEVILLE, NJ — StatementOne, the industry leader in enterprise data consolidation and web-based portfolio accounting/performance measurement announced today that United Securities Alliance has signed an agreement to integrate StatementOne’s consolidated portfolio accounting and performance reporting solution into their technology infrastructure.

“We pride ourselves on providing our representatives with the resources, training and support required to develop long and trusting relationships with their clients. We’re very pleased to be able to add the high-value technology of StatementOne’s consolidated portfolio accounting and performance reporting solution to the total business platform we provide to our representatives,” said Dean Rager, president of United Securities Alliance. He added, “Having this innovative technology platform will aid in the recruitment and retention of top-performing reps, and that, in turn, will enable us to provide maximum value to our investor clients.”

“StatementOne has, over the last two years, made a convincing argument in the broker-dealer community that our consolidation technology delivers real value to both the financial institution and to the rep,” said Greg Pacholski, StatementOne’s president and coo. He added, “Forward-thinking institutions such as United Securities recognize this value, and see enormous potential through a partnership with StatementOne. We’re certainly pleased that United Securities has chosen us as their technology partner, and we look forward to helping them grow their business and those of their reps.”

About United Securities Alliance...

United Securities Alliance, Inc. (http://www.unitedsecuritiesalliance.com) is headquartered in Colorado, with more than 1000 registered representatives throughout the continental U.S., Hawaii and Alaska. They are a member of the National Association of Securities Dealers (NASD) and the Securities Investor Protection Corporation (SIPC). They have formed strategic alliances with major financial service providers to offer their representatives outstanding opportunities for developing financial security for their clients and themselves. With over 45 years of combined experience and a strong team of marketing and financial professionals, they remain committed to developing innovative financial choices and tools for their representatives, and ensuring a philosophy that is built on both industry compliance and individual integrity.

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 47 financial institution clients, representing nearly 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.