Advisory Firm Adds $14 Million in New Assets Using ByAllAccounts WebPortfolio

Advisory Firm Adds $14 Million in New Assets Using ByAllAccounts WebPortfolio Financial Data Consolidation Technology Eliminates Hours of Manual Data Entry and Identifies Opportunities for Growth for Financial Advisor

Boston, MA- November 11, 2002-ByAllAccounts, a wealth management data aggregator, today announced that its customer, Creative Financial Designs, Inc. (CFD), a Registered Investment Adviser, has added $14 million in new assets and eliminated hundreds of hours of manual data entry in the first two months of using ByAllAccounts WebPortfolio technology.

Understanding the value of a holistic view in financial planning, CFD chose ByAllAccounts WebPortfolio, a Web-based account aggregation and portfolio analysis solution, so that its financial advisors could view their clients entire financial portfolio, including data on captive and non-captive financial accounts. Once the advisors began using the technology they quickly identified new opportunities to capture additional assets from their clients; assets they had not been managing. WebPortfolio also is an asset to CFD because it has simplified consolidating client statements and greatly improved operational efficiency as a result.

We understood the power of WebPortfolio as a way to build our business," said Brent Owens, President of CFD Investments. We originally committed to WebPortfolio because of its ease of use and its ability to automatically gather data and provide a holistic view of our customers net worth. In just two months the technology has not only paid for itself by increasing assets under management by $14 million, but we expect, in six months, WebPortfolio will help us generate an additional $15 - 20 million in new assets."

CFD financial advisors quickly made the connections between a holistic approach to financial planning, in-depth portfolio analysis and a repeatable sales process in building business." said L. Patrick Gardner, CEO of ByAllAccounts. This relationship demonstrates how quickly WebPortfolio can be installed and leveraged to generate a significant return on investment."

About ByAllAccounts
ByAllAccounts, Inc. (www.byallaccounts.com) provides technology designed to grow assets for financial institutions and their advisors by collecting, monitoring and analyzing financial data from captive and non-captive client accounts enabling them to build stronger, more profitable client relationships. Industry analyst, Celent Communications, recently ranked ByAllAccounts as the top rated advisor aggregation firm. The companys roster of clients includes State Street Corporation, RBC Dain Rauscher Corporation, 1st Global, Evensky, Brown & Katz, WealthTouch, Creative Financial Centre and Private Family Networks.

About Creative Financial Designs, Inc., a Registered Investment Adviser
Creative Financial Designs, Inc., is a one-stop center for financial services, including bookkeeping for small businesses, financial planning for individuals, tax preparations, mortgage placements, investment planning and tax planning. Creative Financial Designs was founded in 1969 and is headquartered in Kokomo, IN. For more information on Creative Financial Designs, visit www.cfconline.com.