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Press ReleasesIdealsWork Financial's IWF Advisor is Selected by First Affirmative Financial NetworkMore than 100 advisors to use IWF Advisor to identify investment opportunities for clients PORTLAND, Maine, March 24, 2004 — IdealsWork Financial today announced the delivery of a version of its IWF Advisor product to First Affirmative Financial Network. Colorado Springs, Colorado-based First Affirmative supports a nationwide network of more than 100 investment professionals who specialize in helping individual and institutional clients incorporate personal values and social concerns into custom formulated investment strategies. All Professional Members of the First Affirmative Financial Network now have access to a version of IWF Advisor that provides the ability to quickly customize client profiles based on each client's values and social priorities. "First Affirmative is one of the leaders in socially responsible investing, and we're excited to provide its analysts and network of investment professionals with tools to help them work more closely with their clients," says Sam Pierce, CEO of IdealsWork. "IWF Advisor helps investment professionals evaluate a company's social and financial performance quickly and easily. FAFN advisors will use a customized version of IWF Advisor to insure that the investments they choose for their clients match their personal goals." IWF Advisor is a powerful financial services application that enables financial advisors and money managers to quickly identify the investments that best meet their clients' financial performance and ethical standards. It is the first tool to evaluate both social and financial performance to help advisors create multidimensional, individualized investment portfolios for their clients. With IWF Advisor, individual advisors have access to information and analytic capability normally available only in the institutional investment realm. "Our Network Advisers help investors integrate and reflect their values in the investment decision-making process," says First Affirmative's President, Steve Schueth. "IWF Advisor gives us the ability to create a custom social values profile for each client or class of investors. The social screening version of IWF Advisor allows each of our Professional Members, wherever they may be, to quickly cross-check investment opportunities with the social criteria most important to each client." About IdealsWork Financial About First Affirmative Financial Network, LLC ###
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IW Financial software is protected by U.S. software patent number 7,003,503.
Other patent applications are pending.