Advisor Products Launches Personal Client Portals(TM) Platform

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Tue May 20, 2008 3:36pm EDT

WESTBURY, N.Y.--(Business Wire)--
The first application dedicated solely to managing communications
between financial advisors and their clients was launched today by
Advisor Products Inc., a leading marketing firm serving 1,800
independent financial advisors.

   API's Personal Client Portal platform makes advisory firms more
efficient, scalable, and client-focused by providing a personal
website to each of their clients--a single place on the Web for
managing all their financial affairs.

   The platform is integrated with leading applications used by
independent advisors, allowing performance reports, financial plans
and other client data to be automatically and securely displayed
whenever a client logs into his personal portal. Integration partners
include Albridge Solutions, AssetBook, Black Diamond Performance
Reporting, FinancialLogix, MoneyGuide Pro, Money Tree Silver Online,
Orion Advisor Services, and RedTail Technology.

   All Personal Client Portals include a To-Do Manager that enables
advisors to send and receive action items to clients and allied
professionals, such as estate planners, and track progress on these
action items. The platform also personalizes financial articles
according to each client's unique interests, and provides a secure
online vault for storing reports and documents.

   The platform includes a tool that allows advisors to format and
post a blog in minutes. The blog can be made to allow for search
engine visibility. Commenting on blog posts by clients and the public
can also be enabled.

   Advisor Products' database of more than 800 proprietary financial
planning articles is personalized to each client using the portal's
unique system of keywords and client profiles. In addition, API's
editorial staff screens personal finance articles from leading
financial publications to ensure consistency with advisor strategies.
These articles are refreshed each time a client logs in. Clients can
also add RSS feeds from hundreds of leading sources about topics such
as health, vacations, autos, wine, dining, collectibles, and much
more.

   "Personal Client Portals gives advisors a revolutionary new way to
manage their businesses," said Andrew Gluck, CEO of Advisor Products.
"They can build and maintain stronger relationships and provide
clients a cutting-edge tool to manage their finances that they can't
find anywhere else."

   About Advisor Products

   Advisor Products Inc. is a client communications and marketing
company serving more than 1,800 independent financial advisors. API
creates corporate logos and websites, client newsletters, brochures,
and stationery.

Advisor Products
Brien Shanahan, 888-274-5755 Ext. 251
bshanahan@advisorproducts.com

Copyright Business Wire 2008
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