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FrontRange Solutions Ships Robust Wealth Management Solution for Financial Services Companies

Leading Investment Firm D.A. Davidson & Co. Deploys Software to Help Clients Meet Their Financial Goals

FrontRange Solutions Inc., a global market leader in relationship solutions, today announced that GoldMine(R) CustomerIQ(TM) for Wealth Management is now available.

This product has an array of industry-specific features designed for investment, brokerage and asset management firms seeking to help customers maximize their financial holdings.

D.A. Davidson, a leading financial services holding company with offices across the greater Northwest and northern Rocky Mountain regions, and with client assets of $11.9 billion, is among the first customers to adopt GoldMine CustomerIQ for Wealth Management.

"As a longstanding FrontRange Solutions customer, we immediately saw the value in this new GoldMine product built on the .NET platform," said Jim Searles, senior vice president, D.A. Davidson. "FrontRange has delivered the first application that truly reflects our needs for a wealth management solution. GoldMine CustomerIQ for Wealth Management will give our financial consultants a powerful tool for helping clients achieve their investment goals."

GoldMine CustomerIQ for Wealth Management includes a variety of unique features and industry-specific functionality to deliver the highest value, integrated relationship solution for financial services companies. For example, the software provides comprehensive householding capabilities, allowing financial services firms to easily manage an entire family's assets, even if family members work with different brokers.

In addition, the product incorporates advanced security technology designed to limit access to confidential client information when multiple brokers manage different aspects of a household's financial assets.

According to Gartner Inc.(a), financial services is the largest vertical market in the IT industry. Industry experts see wealth management as a key driver for future growth in the financial services industry.

"Financial services firms targeting the wealth management sector have very specific needs and business processes," said Patrick Bultema, president and CEO of FrontRange Solutions.

"GoldMine CustomerIQ for Wealth Management is designed with these needs in mind, and is the direct result of our close collaboration with several of our wealth management customers. Our new product gives financial services firms a distinct advantage in attaining and retaining customers, by providing a solution that operates in the unique way these companies do business."

Announced in August 2002, GoldMine CustomerIQ provides extensive core CRM functionality, while simultaneously offering unique features for the vertical industries. Built from the ground up on the Microsoft(R) .NET(TM) platform, GoldMine CustomerIQ for Wealth Management easily integrates with other financial applications, as well as other internal and external databases and systems.

Additionally, it offers a high degree of adaptability and interoperability, enabling users to easily customize the software while seamlessly integrating with data residing in other back-office and front-office systems and applications. By providing these underlying industry adaptations and technical advantages out-of-the-box, GoldMine CustomerIQ maximizes customer value, while reducing implementation and internal acceptance time.

GoldMine CustomerIQ for Wealth Management is available now. Initial concurrent user licenses start at $1,795 per user.

About FrontRange Solutions Inc.

FrontRange Solutions develops software and solutions that allow organizations to deliver extraordinary customer relationships and service. An international market leader in customer-centric software for almost 15 years, the company has headquarters in Colorado Springs, with offices in Los Angeles, the United Kingdom, France, Germany, Italy, South Africa, Australia and Singapore.

Solutions include: industry-leading GoldMine(R) software family for customer relationship management (CRM), team-based contact management and sales force automation; and the award-winning HEAT(R) software line for world-class customer service and support.

FrontRange drives business decisions for profitability in market-leading companies such as Shell Oil, Coca-Cola, Chevron, Prudential Securities, Electricite de France, Mack Trucks and Turner News Network. Industry awards for FrontRange include Software Magazine's "Hot 500," Call Center Magazine Product of Year, Entrepreneur Magazine's Best Software, Users Choice Awards and PC Magazine "Editors' Choice." For more information on FrontRange, call 800/776-7889 or visit www.frontrange.com.
 
Editorial Contact:
Frank Heydenrych
FrontRange Solutions
+27-11-608 1228
frankh@icon.co.za
 
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