News

Albridge Expands Wealth Reporting Technology Deployment with InterSecurities, Inc.

Lawrenceville, NJ — May 15, 2007 – Albridge Solutions Inc., a provider of enterprise wealth management services and technology that enables financial institutions and advisors to deliver an accurate, single view of all of their clients' assets, announced that InterSecurities, Inc. will expand its implementation of the Albridge Wealth Reporting system across its entire network of financial professionals.

InterSecurities, an AEGON company, initially launched Albridge Wealth Reporting in 2004 among a group of 250 financial professionals. The group experienced significant business growth during the past two years, and following an internal analysis of the success of these financial professionals the firm's executives decided to expand the availability of the system.

Albridge's technology provides InterSecurities' financial professionals with a number of advantages. Through Albridge Wealth Reporting, the firm's financial professionals can access a consolidated view of key client data and generate a variety of performance, asset allocation, holdings, transactions, and benchmarking reports for clients, on demand. In addition, Albridge's open architecture technology enables InterSecurities' financial professionals to integrate consolidated data with Redtail's customer relationship management application and Morningstar Advisor Workstation, eliminating the need to re-enter client information into these systems. Combined, Albridge's technology solutions provide InterSecurities' advisors with a more complete view of their clients' total net worth, enabling them to deliver more comprehensive financial planning advice, offer a higher level of client service and more efficiently work with their clients to monitor asset growth and portfolio performance.

"Our financial professionals have successfully strengthened client relationships and increased assets under management in part by relying on the client wealth reporting capabilities Albridge's technology provides," said Bill Cummings, chief financial officer, InterSecurities. "The measurable results that Albridge Wealth Reporting delivers made the decision to implement it across our entire network of financial professionals an easy, logical one. It will continue be a significant component of our technology platform well into the future."

"Albridge's historic focus has centered on providing enterprise wealth management services and technology to some of the industry's most respected financial institutions, like InterSecurities," said Jake Rohn, executive vice president, Albridge Solutions. "In conjunction with the consolidated data we deliver on their behalf, InterSecurities' financial professionals have access to the tools they need to provide planning and advice based on a more complete view of their clients' assets to become their trusted advisor for today, tomorrow and beyond."

About InterSecurities, Inc.
InterSecurities, Inc. is a full-service, fully licensed, independent broker-dealer and Registered Investment Advisor with over 22 years of experience. At InterSecurities, product offerings and technology are reviewed and updated in order to better serve clients and representatives. They have more than $13 billion in customer assets under management, with nearly 2,000 registered representatives servicing clients in over 200 branch offices nationwide. Learn more at www.intersecurities.com.

About Albridge Solutions
Albridge Solutions provides enterprise wealth management services to 150 financial institutions, more than 90,000 financial professionals and millions of investors that enables advisors to deliver an accurate, single view of all of their clients' assets. Using patent-pending technology, Albridge's enterprise wealth management technology provides unparalleled scalability in consolidating client account information from hundreds of data sources, including banking, brokerage, insurance, retirement and more. Combined with the firm's open architecture approach to development and compatibility with a range of third-party applications, Albridge's portfolio management system, Albridge Wealth Reporting, serves as the cornerstone of any wealth management platform. Additional information is available at www.albridge.com.