News

Investment Architects Joins StatementOne Client List...

January 9, 2002

LAWRENCEVILLE, NJ — StatementOne, the industry leader in enterprise financial data consolidation and performance reporting announced today that Investment Architects has signed an agreement to integrate StatementOne's proprietary, web-based data consolidation and performance reporting platform into their technology infrastructure.

Based in the Napa/Sonoma Wine Country, Investment Architects is a full-service financial planning firm. "We're very happy to be able to provide this state-of-the-art service to our representatives and to their clients. Having consolidated account data available virtually 'on-demand' will greatly enhance the services we're able to offer, and it will afford our representatives tremendous savings in terms of both time and staff expense," said David Haddock, Investment Architects' president. He added, "StatementOne's expertise will put Investment Architects on a technological par with virtually any firm, anywhere, and both our representatives and their clients will reap immediate and tangible benefits."

"We're very pleased to be working with Investment Architects," said Greg Pacholski, StatementOne's president and chief operating officer. He added, "StatementOne's consolidation solution provides a proven way in which financial institutions — and their advisors — can help boost their top-line revenue, while at the same time reducing administrative costs. It's a win-win solution all around."

About StatementOne...

StatementOne currently manages account data for over $66 billion (U.S.) in assets, representing more than 17,000 financial advisors and over 1,450,000 investors and 3,300,000 individual accounts. They collect transaction-level data sets from both legacy systems and external custodians, utilizing direct data feeds. Their proprietary software cleans, organizes and reconciles the data, producing a consolidated, unified data structure, with virtually no manual intervention. This database is then used to feed critical, best-of-breed applications for use in business planning, analytics and CRM.

The unified database is also the foundation for their web-based Consolidated Statements and Performance Reporting platform. This platform is private-labeled for financial institutions and is used by their financial advisors in offering their clients a more holistic and comprehensive view of their investment portfolios. It helps both the institution and their advisors boost top-line revenue while reducing administrative costs, and dramatically increases the probability of financial success for their investor clients.

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