CashEdge

Interactive Advisory Software, LLC Expands its Account Aggregation Capabilities with CashEdge

Atlanta, GA - August 3, 2004 —Interactive Advisory Software, LLC, the first provider of fully integrated wealth advisory software, and CashEdge Inc., a provider of secure Online Money Movement and Advanced Account Aggregation platforms, have partnered to provide expanded aggregation and consolidation capabilities to users of the IAS portfolio management suite.

“CashEdge is an industry leader that provides unparalleled account aggregation technology. We look forward to leveraging their thousands of financial institution feeds,” stated Herzl Hyton, CEO of Interactive Advisory Software. “Our customers will greatly benefit from the extensive capabilities CashEdge will bring to an already powerful IAS platform.”

“We are pleased to have partnered with IAS. Their selection of CashEdge underscores the growing industry recognition of aggregation as a ‘data utility’ and in particular its value to wealth management applications,” said Sanjeev Dheer, CEO of CashEdge. “CashEdge’s aggregated data can be used in all types of wealth management applications and is currently powering a full range of value-added applications , such as those offered by IAS, including planning and budgeting tools, portfolio analysis and management applications, and CRM applications,” he explained.

Interactive Advisory Software (IAS) is a state-of the art, browser-based technology enabling financial advisors to simplify their workload and provide greater service to their clients. The intuitive, visual interface includes integrated, comprehensive financial planning; portfolio management; full-featured client management; transaction/blotter accounting and compliance reporting; practice management; and electronic downloading of security prices, dividends, transactions and positions. The application components are easily configurable allowing the client to pick and choose from the core modules.

About CashEdge

CashEdge^® provides innovative, online financial applications to banks, credit unions and wealth management firms. CashEdge's solutions include end-to-end online account opening and funding, funds transfer, small business payments and invoicing, and data consolidation. These proven solutions are flexible, scalable and supported by extensive risk management capabilities.

CashEdge has been ranked by Inc. Magazine as one of the 500 fastest growing private companies in the United States for two years in a row. In 2007 it was also recognized by the 2007 Deloitte Technology Fast 500 and Fast 50 as one of the nation's 500 fastest growing private companies and one of the 50 fastest growing companies in the New York area, respectively. The company currently serves hundreds of leading financial institutions including four of the top five banks, 23 of the top 100 banks, and 20 of the top 100 credit unions. CashEdge has offices in New York, Silicon Valley and India. For more information, please visit www.cashedge.com.

Contact:
Jennifer Moritz
Zer0 to 5ive
917-748-4006
jmoritz@0to5.com

About Interactive Advisory Software, Inc.

Interactive Advisory Software, Inc. (www.iassoftware.com), a subsidiary of Optima Technologies, Inc., offers the first fully integrated, browser-based solution enabling financial advisors to simplify their workload and provide greater service to their clients. IAS caters to the full spectrum of an advisor’s needs, from prospecting for new customers to serving the investing and planning needs of the most complex clients. The system is built utilizing a consistent, intuitive, visual interface and includes integrated, comprehensive financial planning; portfolio management; full-featured client management; transaction/blotter accounting and compliance reporting; practice management; and electronic downloading of security prices, dividends, transactions and positions. The application components are easily configurable allowing the customer to pick and choose from the core modules. IAS’ CRM functions are known as ExSellence and comprise a feature-rich system covering a firm’s sales, marketing, service and management needs. ExSellence can be used alone or integrated with other well-known industry solutions.

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