Press Release

1-20-2005

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Triad Advisors Offers Investigo Practice Management Platform to its Advisors

January 20, 2005 —ATLANTA—Triad Advisors, Inc. announced today that it has signed an agreement with Investigo to provide its advisors with Investigo's web-based practice management platform.

Triad Advisors, Inc. is a full-service, independent broker-dealer, registered investment advisor (SEC) and insurance agency headquartered in Atlanta. Triad provides its financial advisors with the most competitive and innovative wealth management solutions available in the industry, with a solid structure in place to help advisors retain and grow client assets. Triad believes in providing flexibility and choices when it comes to establishing relationships with their financial advisors, and supports their advisors with state-of-the-art technology and marketing support.

"The Investigo platform was an obvious fit for our firm and our advisors," said Jeff Rosenthal, V.P., Sales & Marketing. "We know that our advisors are interested in providing the best possible service and reports to their clients. Investigo's platform and history of management achieves that purpose. Advisors affiliated with Triad will also benefit from the deepening of client relationships and the ability to offer premier reporting and statements to their clients."

"We are excited to be partnering with an outstanding broker-dealer like Triad," said Tom Rozman, CFA, President and CEO of Investigo. "Our platform, designed by advisors for advisors, is an excellent way for Triad Advisors to offer the full breadth of their services to their clients in an efficient and time-managed fashion."

About Triad Advisors

Triad Advisors, Inc., is a privately held, independent broker-dealer, registered investment advisor (SEC) and insurance agency headquartered in Atlanta, Georgia. Triad has 250 affiliated advisors located in 34 states and over $3.5 billion in customer assets. Brokerage accounts are carried by National Financial Services, LLC, a wholly owned subsidiary of Fidelity Investments. Triad's independent financial advisors are experienced professionals with outstanding reputations in the investment community. With a focus on objectivity, Triad provides an open platform for which independent advisors may operate.

About Investigo

Investigo provides the most advanced web-based practice management system that saves financial advisors money and gives them more time for selling and client management. Built on a sophisticated data consolidation and reporting platform, Investigo's system integrates a broad range of core practice management applications, including data aggregation, reporting, CRM, compliance and online document storage/management—streamlining practice management. The company is headquartered in Minneapolis; has forged strategic partnerships with best-in-class software vendors like Morningstar, MoneyGuidePro and LaserApp; and works with nearly 50 broker/dealers and a growing number of RIAs and major clearing firms nationwide.