Optima Technologies Joins FPA; Will Debut Financial Advisory Application at Success Forum

Optima Technologies, Inc. announced its membership in the Financial Planning Association (FPA), as well as its commitment to attend FPAs annual Success Forum where Optima will formally unveil the IAS financial advisory solution.

Atlanta, GA -- Optima Technologies, Inc., a leading software solutions provider, announced its membership in the Financial Planning Association (FPA), as well as its commitment to attend FPAs annual Success Forum, to be held September 28-October 1, 2002 in New Orleans, where Optima will formally unveil the IAS financial advisory solution. FPA is the membership organization for the financial planning community. Optima has joined FPA as a corporate member.

Membership in the esteemed FPA ensures that we remain in touch with the financial planning community, their needs and their goals," said Peter E. Dios, President and CEO of Optima. Success Forum will provide the ideal medium for us to share the IAS solution with a comprehensive group of financial advisors."

IAS state-of the art, browser-based technology enables financial planners to take control of their practice, simplify their workload and provide greater service to their clients. The intuitive, visual interface includes integrated, comprehensive financial planning; portfolio management; full-featured client relationship and contact management; transaction/blotter accounting and compliance reporting; practice management; and electronic downloading of security prices, dividends, transactions and positions.

Georgia-based Optima Technologies, Inc. (http://www.optima-tech.com) has established its leadership by providing business software solutions to a wide range of clients within and outside the USA. Through Optimation, its advanced component-based framework, Optima develops highly configurable systems more quickly using fewer resources than with traditional technologies. Using Optimation, Optima has created ExSellence, a feature-rich customer relationship management system; Opti-InSight, a business intelligence and decision support system; and a number of industry-specific solutions in the manufacturing, professional staffing, healthcare, information technology and financial markets. Optima also provides software development services to a growing number of clients.

The Financial Planning Association (http://www.fpanet.org) is the membership organization for the financial planning community with 28,000 members across the country. Its members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP professional.

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