News

StatementOne Further Expands Interfaces to Financial Data

Adds Interfaces to Mesirow Financial, DataLynx/First Trust and FIAG

February 5, 2004 - Lawrenceville, NJ - Expanding its lead in service options to financial planners, StatementOne announced today the expansion of its interfaces to financial institutions. Already offering deep, transaction-level data from hundreds of data sources, StatementOne now offers interfaces to Mesirow Financial, DataLynx / First Trust, and FIAG. These companies provide a wide variety of financial products, services, and data to financial institutions, broker/dealers, and advisors.

"We are extremely pleased to announce our newest data interfaces with these outstanding firms," said Greg Pacholski, StatementOne's chief executive officer and president. "Our continued expansion of interfaces and data sources allows financial service institutions and their advisors the flexibility to serve their clients without worrying about limitations of data for the products they offer."

The StatementOne application delivers portfolio accounting and performance reporting to financial advisors and their clients. This enhanced capability expands the list of partners financial advisors can report on through the application, thereby increasing the reach and level of detail they maintain about their clients' assets.

Using StatementOne to report directly on these assets frees the advisor from the time-consuming and expensive task of manually entering information on these products into the system. Advisors can more productively use this time for revenue generating and client service activities.

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 and CRM applications. StatementOne currently manages account data for more than 65 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 and insurance companies. For more information, contact Stuart Tarmy at 609-806-0227.