Press Releases

IW Financial in Agreement with the Christian Financial Professionals Network to Offer Tools to Members

Rapidly-growing Atlanta-based network expects to top 1,000 advisors by year-end; IWF Workstation to help automate selection of suitable securities for clients

PORTLAND, Maine, June 13, 2005 — IW Financial, a leading provider of technology solutions that enable investment professionals to research corporate practices and emerging risk factors according to client-specified guidelines, has entered into an agreement with the Christian Financial Professionals Network as a preferred vendor for distribution of its advisor and workstation tools to the network's 800+ members, it was announced today.

The IWF Workstation represents the next stage in implementing investing strategies that take both positive and negative corporate practices into account, providing financial planners and asset managers with a dynamic tool for evaluating companies, meeting client guidelines, and analyzing the interaction between corporate behavior and financial returns. The software helps investors identify positive characteristics and avoid known performance risk factors.

Among the characteristics that can be evaluated are environmental policies, human rights, alcohol, gambling, contraceptives, tobacco, and board issues. Advisors can quickly and easily access new information that falls outside of traditional financial analysis, in providing investment counsel to clients and building client portfolios. 

"We are pleased that the Christian Financial Professionals Network has selected IW Financial as a preferred vendor for its members," said Sam Pierce, chief executive officer at the firm. "Clearly corporate practices are a major issue with clients of the CFPN. The flexibility provided by our Workstation to incorporate user-defined criteria in the equity screening process will allow their advisors to quickly and easily create highly individualized portfolios to meet the broadest possible range of investor concerns."

"IW Financial's tools will allow our members to work more closely with their clients to address biblical standards, identify areas of concern, and to build portfolios that are consistent with those beliefs," said Tony Stinson, Chief Operating Officer at the non-profit Christian Financial Professionals Network.

About IW Financial
Founded in 2000, IW Financial is a leading provider of technology solutions that enable financial professionals to manage risk, differentiate their services, and strengthen relationships with clients. IW Financial's proprietary technology makes it easy to incorporate important non-financial criteria into the investment process. IW Financial offers its software to the market through IWF Workstation, designed for money management professionals, and IWF Advisor, created for financial advisor and broker/dealer networks.

IW Financial is based in Portland, Maine. For more information, visit www.iwfinancial.com.

About CFPN
Christian Financial Professionals Network exists to help Christian financial professionals integrate Biblical wisdom into their professional advice and counsel. Founded in July 2003, CFPN has a membership of over 850 members and is in the process of establishing branches in communities across the United States. Christians seeking professional financial advice from a Biblical perspective can find CFPN Certified Members located in their area through CFPN's web site at www.cfpn.org.

Dan Porter
VP of Marketing
IW Financial
207-773-2333

Mike MacMillan or
Elizabeth Rumble
MacMillan Communications
212-473-4442
info@macmillancom.com