| NEWS RELEASE
March 27, 2003
OPTIMA TECHNOLOGIES PARTNERS WITH BACK OFFICE SUPPORT SERVICE
TO PROVIDE SOFTWARE MANAGEMENT OUTSOURCING OPTION TO FINANCIAL ADVISORS
Atlanta, GA – Optima Technologies, Inc., a leading software solution
provider, announced a strategic alliance with Back Office Support Service
(BOSS), a nationwide provider of financial services software administration.
BOSS data administration services can assist financial advisors using
Optima’s Interactive Advisory Software (IAS) who may choose to outsource
their software management. IAS is a state-of-the-art, browser-based technology
enabling financial advisors 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.
BOSS (formerly Asset Management Solutions or AMS) has established itself
as a leading provider of financial services software administration nationwide
since 1996. If IAS customers are interested in outsourcing services such
as reconciling securities transactions and data inconsistencies, or manually
inputting non-electronic data, BOSS offers an ideal option. Additionally,
BOSS can process and mail quarterly reports for planners to send to their
clients. By outsourcing these tasks, financial planners can reduce their
employee costs for salary, benefits, vacations, and training.
Peter Dios, President and CEO of Optima stated, “We are always looking
to provide our customers with a comprehensive solution addressing critical
business needs and at the same time providing the best service possible.
BOSS provides the option to further enhance prospective gains available
from utilizing the IAS solution and has earned a reputation for superb
service.”
Stated Mike Kelly, president of BOSS: “To a planner, imagine not
having to cope with employee turnover, vacations, or backup training,
and especially those large jumps in expense when hiring ahead of the curve.
By tapping into BOSS’s expertise, planners have more time and capital
to spend on solidifying existing relationships and developing prospective
clients. Our services and IAS’ comprehensive cost effective capabilities
add up to significant practice improvements.”
Back Office Support Service (http://www.thebackoffice.biz) in Vista, CA
(formerly Asset Management Solutions or AMS) began services to independent
financial advisors in 1996. BOSS provides comprehensive operation of financial
management systems on an outsource basis. BOSS provides the tools that
will allow an advisor to focus on those aspects of their practice that
allow it to grow more rapidly and with a minimum of hassle. For more information,
please contact Mike Kelly, President, at 760.643.3838, ext. 3303 or via
email mkelly@backoff.biz.
Optima Technologies, Inc. (http://www.optima-tech.com) has established
its leadership by providing business software solutions to a wide range
of customers around the world. Optima develops highly configurable systems
more quickly using fewer resources than with traditional technologies.
Its solutions include Interactive Advisory Software (IAS), a total solution
for the independent financial advisor; ExSellence™, a feature-rich
customer relationship management system named by ISM Inc., an independent
CRM consulting firm, as one of the Top 15 CRM solutions in the world;
Opti-InSight™, a business intelligence and decision support system;
and a number of other industry-specific solutions in the construction
and building products, professional staffing, information technology,
and healthcare markets. Optima complements its systems with a broad array
of software development services to assist its clients with their IT staffing
needs. Optima is headquartered in Atlanta, GA with additional offices
in Phoenix, AZ; Chicago, IL; Minneapolis, MN and Ridgefield, CT. |
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