Corporate News

Announcements

Forefield and PIE Technologies Partner to Create Combined Financial Planning System

MARLBORO, MA and MIDLOTHIAN, VA - June 17, 2003 - Forefield Inc., the foremost provider of real-time sales, education, and presentation solutions for financial institutions and their advisors, and PIE Technologies, provider of the award winning MoneyGuidePro financial planning system, announced today a new partnership. The partnership will offer clients of PIE Technologies access to Forefield's complete suite of financial planning articles, tools, alerts and planning materials. Through its SOAP-based XML web service, Forefield will provide real-time access to FMA Advisor, one of Forefield's industry-leading advice management products. The joint offering will be used to support financial advisor research efforts and deliver consumer financial planning content to clients and prospects.

"Forefield is a wonderful source of timely content that compliments the analytical abilities of MoneyGuidePro," said Bob Curtis, President and CEO of PIE Technologies. "We needed a partner that had a broad source of content which keeps up with rapid changes to the financial planning environment. Forefield's unique position as the most comprehensive and timely provider of financial planning content and tools was a great match for PIE Technologies."

Forefield's FMA Advisor provides information and dynamic decision tools for all core financial planning topics. By simplifying research efforts and enhancing the sales process, FMA Advisor empowers financial advisors, enabling them to deliver the highest-quality advice, deepen client relationships, increase sales, and improve customer loyalty.

"We are excited about our partnership with PIE Technologies and pleased to offer their clients accurate and timely financial planning information," said Brent Delehey, CEO of Forefield. "MoneyGuidePro provides a unique blend of comprehensive financial planning coupled with an easy to understand interface. Together with Forefield, PIE Technologies can offer their clients a full-featured, robust workstation, inclusive of both quantitative and qualitative financial planning resources."

About Forefield

Forefield provides premier financial planning knowledge and client interaction solutions that bring clarity and confidence to financial decisions. The company's products facilitate the communication of client-centric financial guidance that is current, consistent and compliant. Forefield enables financial institutions and advisors to build and enhance trusted relationships, increase revenues and improve operational efficiency.

Established in 1997, Forefield's clients include some of the most prestigious companies in the financial services industry, including CIGNA, MetLife, PNC Advisors, Waddell & Reed, Commonwealth Financial Network, American Express Financial Advisors, Deloitte & Touche, FleetBoston Financial, Goldman Sachs, and Legg Mason. For further information, please visit www.forefield.com.

About PIE Technologies

PIE Technologies provides innovative financial planning software that is powerful and intuitive for the professional to use, while producing results that are meaningful and understandable for the client. Its products have been featured on NBC's Today Show and in Kiplinger's, Newsweek, Forbes and other publications. In 2002, MoneyGuidePro, PIE's web-based financial planning system, was selected as the Software of the Year by MorningstarAdvisor.com. For further information, please visit www.moneyguidepro.com