Infovisa™ Partners with Investment Scorecard to Provide Enhanced Investment Performance Reporting and Wealth Management Solutions

Business Wire, Oct 11, 2005

CHARLOTTE, N.C. -- Infovisa, Inc., a leading provider of trust accounting software, has partnered with Nashville-based Investment Scorecard, Inc. to provide their clients with enhanced investment performance reporting and wealth management tools. The partnership delivers on Infovisa's commitment to enhancing its product offering and further expands Investment Scorecard's leadership in providing innovative solutions to the wealth management marketplace.

"Expanding our list of business partners is one of the keys to satisfying the demands of Infovisa's growing client base. We have long believed that our clients can grow their business if they have the tools to work smarter and more efficiently. Infovisa provides much of that through our MAUI(TM) suite of trust and wealth management products," said Infovisa President Michael Dinges.

Today, over 675 financial institutions and thousands of advisors and portfolio managers leverage Investment Scorecard to more effectively manage their wealth management businesses.

"Investment Scorecard's solution set is a great fit with Infovisa's product line. We are excited to offer Infovisa's clients a proven way to build better client relationships, meet and exceed regulatory compliance and more effectively manage their business. By outsourcing to Investment Scorecard, firms can lower their operating costs, increase back-office efficiency and improve the quality of information delivered to clients and advisors," said Investment Scorecard Sr. Vice President of Sales and Account Management, Mark Portanova.

For more information on using INVESTMENT SCORECARD(R) with Infovisa's trust accounting platforms, contact Mary Hunt at 704-892-3270 or salesinfo@infovisa.com.

Infovisa is a privately held company that provides innovative technology solutions to trust and wealth management companies. Since introducing the first 100% Windows-based trust accounting system in 1997 Infovisa has grown to serve more than 140 clients. Much of the success of Infovisa can be attributable to their dedication to software development and aggressively expanding their product offering. The national headquarters for Infovisa is in Charlotte, North Carolina with offices in Denver, Colorado and Lincoln, Nebraska.

Investment Scorecard, Inc. provides an integrated suite of performance, business and wealth analytics and independent client reporting solutions for wealth management firms. Founded in 1995, the company provides its clients with solutions that help to build client relationships, meet regulatory compliance requirements and manage their business effectively. Headquartered in Nashville, Tennessee, the company serves more than 675 financial institutions across the United States. For more information on Investment Scorecard, please visit www.investmentscorecard.com.