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Financial Profiles and Forefield Announce Partnership to Fully Integrate FMA Advisor™ Content Into Profiles+™ Financial Analysis Software
Optional module integrates powerful financial analysis software solution with FINRA-compliant information to empower advisors with ultimate tool for effectively advising investors
Press Release, January 21, 2003

San Diego, CA and Marlboro, MA - January 21, 2003 - Financial Profiles Inc., a leading international provider of financial planning solutions, and Forefield Inc., the foremost provider of real-time sales, education, and client communication solutions for financial institutions and their advisors, today announced a strategic partnership to link their respective financial planning tools and distribute an integrated, single platform solution designed to increase the revenue and productivity of financial services representatives. Per the partnership agreement, the companies will develop an optional module for Financial Profiles' Profiles+™ Professional and Profiles+ Forecaster that seamlessly integrates these powerful analytical tools with the in-depth content, decision tools, and templates in Forefield's FMA Advisor™.

The joint solution reinforces each company's commitment to providing financial services representatives with the most comprehensive, flexible and robust planning tools available. Advisors taking advantage of the optional module will be able to easily explain the analysis generated by the Profiles+ platform to investors using Forefield informational templates that have been fully integrated into the Profiles+ reporting engine. This physical integration of Forefield content into the Profiles+ platform will enable advisors to offer detailed client reports under a solitary brand.

The Forefield module will also help increase advisor productivity by providing access to dynamic sales material and training content made available through a dedicated link to the FMA Advisor Website. Using this direct link within the Profiles+ platform, advisors will be able to consult a multitude of content spanning more than 1,700 financial topics from the same desktop that they use for financial analysis and report generation. By integrating the two complementary solutions, Financial Profiles and Forefield are presented with a valuable opportunity to enter new markets and leverage existing relationships with joint clients.

"With this initiative, Financial Profiles' clients will now have direct access to Forefield's current, concise and compliant content, which will greatly assist them in meeting the increased demand for financial planning services that has arisen from the changing market conditions of the last few years," said Al Haddad, president and CEO of Financial Profiles. "By integrating Forefield's content into the Profiles+ platform, and by providing direct access to FMA Advisor, we will be able to offer our customers a powerful, unified solution that will meet the requirements of even the most stringent compliance officers at major financial planning institutions."

All FMA Advisor content is written by in-house attorneys and financial planning professionals from a neutral position that is deliberately not connected to specific financial products. In order to further ensure neutrality and accuracy, all FMA Advisor documents are reviewed as appropriate by in-house compliance counsel or submitted to the FINRA, the organization charged with regulating the securities industry and virtually all U.S. stockbrokers and brokerage firms, to ensure content meets all regulatory obligations. Having unbiased, compliant information at their fingertips, advisors are better able to market additional financial products and services.

"At Forefield, we continuously strive to deliver our financial planning knowledge over the platform and in the format that our customers want," said Forefield president and CEO Brent Delehey. "Partnering with Financial Profiles allows us to integrate our product as a key component of two diverse financial planning packages. This partnership will provide our clients with the flexibility to access FMA Advisor on either platform and lead to increased education, marketing and, above all, sales opportunities for financial advisors."

About Financial Profiles' Profiles+ Professional & Profiles+ Forecaster

Profiles+ Professional is an integrated financial software solution that allows financial advisors to graphically illustrate the monetary resources needed to reach financial goals or to plan for business growth, based on individual client needs. It contains 10 personal planning modules and four business planning modules that can be used independently or combined into a comprehensive plan. Profiles+ Forecaster is a less sophisticated transactional tool that analyzes clients' financial situations and displays reports that graphically and quantitatively illustrate the strengths and weaknesses of their current financial strategies.

About Forefield's FMA Advisor

FMA Advisor is a Web-based application that guides financial advisors to easily and consistently deliver high-quality advice during every client interaction. FMA Advisor offers a powerful sales, education and client communication solution covering all aspects of a client's financial life - Personal Finance, Business Owner, Education Planning, Estate Planning, Government Benefits, Investment Planning, Protection Planning, Retirement Planning, Special Situations, Tax Planning and more.

About Financial Profiles Inc.

Financial Profiles offers the financial services industry comprehensive financial planning software, and consulting, training and support services. The company began in 1969 as a service bureau offering needs analysis reports for insurance and financial services representatives worldwide, and today works with many nationally recognized financial services organizations. Financial Profiles is a subsidiary of Allmerica Financial Corporation, a holding company for a diversified group of insurance and financial service companies. For more information about this or other Financial Profiles products and services, visit the company's Website at www.profiles.com.

About Forefield Inc.

Established in 1997, Forefield Inc. provides premier financial planning knowledge and client interaction solutions that bring clarity and confidence to financial decisions. Forefield helps build and maintain relationships between financial institutions and advisors and their clients, increasing revenue and improving operational efficiency. Forefield's clients include some of the most prestigious companies in the financial services industry, including American Express Financial Advisors, CIGNA, Commonwealth Financial Network, Deloitte & Touche, FleetBoston Financial, Goldman Sachs, Insurance.com, MetLife, Ohio National, PNC Advisors, Raymond James and Waddell & Reed. For more information, visit www.forefield.com.