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Interactive Advisory Software Partners with Forefield to Provide Complete Technology and Content Services to Financial Advisors

Atlanta, GA and Marlboro, MA - Interactive Advisory Software, Inc. (IAS), a subsidiary company of Optima Technologies, Inc., announced a strategic alliance with Forefield Inc., the foremost provider of real-time sales, education, and presentation solutions for financial institutions and their advisors. IAS provides the only web-based, fully integrated financial planning, portfolio management, and CRM system available to professional financial advisors. The partnership enables financial advisory clients to benefit from IAS's market-leading planning and practice management solution as well as Forefield's superior decision tools and financial planning content for goal planning, sales illustrations, and more.

Herzl L. Hyton, CEO of Interactive Advisory Software, stated, "We view Forefield as an exceptional web-based content provider, and a perfect partner to grow future business and expand our offerings to clients and prospects. By integrating Forefield's content and tools with IAS, we will provide financial advisors with unparalleled resources to strengthen their practice and better service their clients."

Stated Brent Delehey, CFA, President and CEO of Forefield: "Our goal is to allow our customers seamless access to our articles, tools, alerts and calculators, within their existing planning platforms. As a broad, multi-function financial planning platform including CRM capabilities, IAS is an ideal partner. IAS leverages all aspects of our content resources, including our weekly Alerts, which provide a trigger for ongoing CRM initiatives. We are thrilled to be partnered with IAS."

Founded in 1997, Forefield Inc. (http://www.forefield.com) is the leading provider of premier financial planning knowledge and client interaction solutions that enable financial institutions and their advisors to better serve customers. Forefield's web-based applications facilitate the communication of financial planning knowledge and advice that is current, consistent, compliant, and customized.

Interactive Advisory Software, Inc. (http://www.iassoftware.com) is a subsidiary of Optima Technologies, Inc., providing the only web-based, fully integrated financial planning, portfolio management and client management software solution available today. IAS was built for advisors, by advisors, and addresses the unique needs of professional financial planners to best manage their practice, and acquire and service more high net worth clients. The IAS technology is based on over a decade of experience by Optima providing customized, award-winning Customer Relationship Management (CRM) and Business Intelligence solutions to clients throughout the world. IAS is headquartered in Atlanta, GA with additional offices in Chicago, Boston and Central Florida.