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AdvisorCentral Enhances Business-Building Services for Financial Advisors Through Agreement With WiserAdvisor.com


AdvisorCentral Users Will Have Access to Highly Qualified Referrals Through Breakthrough Client Acquisition System Provided by WiserAdvisor.com

Boston, MA, Jan. 12th, 2004 – AdvisorCentral, a core business-building portal for financial advisors and broker-dealers, today announced an alliance with WiserAdvisor.com to help build advisors' practices through increased sales referrals. Financial advisors registered with AdvisorCentral will have access to WiserAdvisor.com's breakthrough system for matching financial advisors with highly qualified investors.

"AdvisorCentral's agreement with WiserAdvisor.com furthers our objective of providing one-stop access to resources that expand financial advisors' business opportunities," said Harry Groom, president and CEO of AdvisorCentral. "Leveraging the Internet as a powerful medium, advisors using the WiserAdvisor.com system will be able to tap into a higher quality investor pool while extending their sales reach. The company's relationships with 500,000 potential investors, and its proven formula for pairing the right advisors with the right clients, spell significant potential for AdvisorCentral users."

"WiserAdvisor.com welcomes the opportunity to join forces with AdvisorCentral to help build the practices of its 65,000 advisors," said Thomas Murcko, CEO of WebFinance Inc., which operates WiserAdvisor.com. "By combining AdvisorCentral's aggregated account information and access to industry research and data with WiserAdvisor's effective advisor-client matching system, our complementary expertise will bring advisors and their clients the most reliable and comprehensive Web resource."

The WiserAdvisor.com service will be available through AdvisorCentral in February.

Launched in November 2001, AdvisorCentral aggregates account information from 45 fund companies and receives 2.5 million queries per month from registered users. These include independent financial advisors as well as advisors affiliated with major broker-dealers, who have mass enrolled their professionals on the site. As a business-building portal, AdvisorCentral also provides access to industry research, commentary and workplace tools.

WiserAdvisor.com provides an innovative way for investors and financial advisors to find each other. By enabling investors to describe and then be matched with their ideal advisors, WiserAdvisor.com overcomes the shortcomings of traditional shot-in-the-dark methods such as referrals from friends and families or time-consuming cold calls. Through WiserAdvisor.com's guaranteed matching system, financial professionals can effectively market, qualify, acquire and retain new clients.

About WiserAdvisor.com

WiserAdvisor.com is an independent and objective matching service which helps individuals find the best financial advisors for their unique needs and provides advisors with their ideal clients. Through sophisticated algorithms, WiserAdvisor.com saves advisors the time and expense of ineffective marketing programs and techniques, qualifies referrals by defining advisors' best matches, and guarantees quality. WiserAdvisor.com helps its members from all 50 states expand their practice and run their day-to-day business as usual while having access to a nationwide pool of potential clients. For more information, visit WiserAdvisor.com at http://www.wiseradvisor.com.

About AdvisorCentral

AdvisorCentral (advisorcentral.com) serves as a core business-building portal for financial advisors and broker-dealers--providing indispensable information and access to commentary, research, and workplace resources. Leveraging industry-standard technologies for ease of use, AdvisorCentral provides advisors with consolidated views of their clients' mutual fund and 529 plan holdings across all participating companies and receives nearly 2.5 million monthly queries. While features may vary by company, AdvisorCentral offers a range of additional capabilities such as the ability to make purchases, exchanges and redemptions; view detailed historical transactions; calculate contingent deferred sales charges; and directly link to participating companies' Web sites. AdvisorCentral is jointly owned by Fidelity Investments(R), Franklin(R) Templeton(R) Investors Services, Inc., Putnam Investments and PFPC Inc., a member of the PNC Financial Services Group, Inc.