LifeGoals Launches LGWeb Enterprise Class Solution

LifeGoals' E-business Application Provides 24/7 Customer Service Offering

For the Financial Advisory Market



Apr 17, 2001, 01:00 ET from LifeGoals Corporation

    TUALATIN, Ore., and eFinance Expo, NEW YORK, April 17 /PRNewswire/ --
 LifeGoals, a leading provider of financial planning software and Internet
 tools, today announced the release of LGWeb(TM), the platform from which it
 will generate highly customizable and personalized Web sites for financial
 advisory firms and their associated representatives.  LifeGoals' launch of
 LGWeb meets broker/dealers' growing demands for privately branded
 applications, empowering their financial advisors and their clients with a
 single source for up-to-date content, service and product solutions.
     Using state-of-the art technology, LGWeb's ASP model enables
 broker/dealers and their financial advisor networks to present comprehensive
 Web sites quickly and cost-effectively.  On these customized sites, financial
 advisors and their clients can now access a rich array of tools, services, and
 content offerings that are aggregated and managed for the financial advisors.
     "Broker/dealers and other institutions need to implement advisor Web site
 solutions that are scalable, manageable, and compliant to efficiently serve
 the needs of their affiliated financial advisors and individual clients.
 However, they want to avoid the challenges of developing and maintaining an
 enterprise class platform which distracts from their core business focus.
 LGWeb's ASP model solves this dilemma, and for a fraction of the cost," said
 Jerry Davis, CEO and co-founder of LifeGoals.
 
     LGWeb equips advisors with personalization power while automatically
 addressing broker/dealers' compliance requirements.
     LGWeb is an innovative design engineered on the Webridge (R) enterprise
 architecture that assures a scalable application with extensive growth
 potential.  LGWeb enables financial advisors to seamlessly and effortlessly
 customize their Web site offerings by selecting tools and services that cover
 the full range of financial management needs.  Version 1.0 product highlights
 include:
     -- Home page quote search, market indices, market information, basic
 quotes, hottest sectors;
     -- Home page headlines, news search, news room, personal news, "Refer a
 Friend," info request, map to office;
     -- Investment data, with personal portfolio and alerts option, IPO
 calendar and tracker/forecaster, mutual fund statistics and education,
 historical charts and information on stocks and mutual funds;
     -- Learning Center, features a wide selection of authoritative
 publications, and an online archive of financial articles, concepts, reviews
 and a financial glossary;
     -- Domain registration and personal advisor-email;
     -- Financial and insurance calculators;
     -- Financial Planning Analyzer, an interactive profiler and analysis tool,
 provides clients with insight to their personal financial plan, and
 connectivity to their financial professional for additional advice;
     -- Online mortgage resources offer a single access point for customers'
 financial planning needs, including mortgage-related educational material,
 products and tools for online mortgage shopping online application;
     -- Customizable links to other online authoritative financial planning
 information;
     -- Branding capabilities enable financial advisors to customize the look
 and feel of their Web site by choosing templates and personalizing the
 content;
     -- Systems administration provides a top-level view of Web site activity
 with site analysis, search, and reporting capabilities;
     -- Compliance Review serves as a communication tool between the advisor
 and their compliance officer, eliminating overwhelming paperwork and delayed
 approvals associated with "compliance-approved" publishing.
 
     About LifeGoals
     Founded in 1998, LifeGoals Corporation (www.lifegoals.com), an application
 service provider, assists financial advisors and financial services companies
 in building lasting relationships with their clients and enriches their
 customers' businesses with timely and relevant products, services and content.
 The company offers personalized tools, content and a Web-based e-business
 framework that enable financial services firms, including broker/dealers,
 insurance companies, banks and credit unions, to better serve their affiliated
 agent and advisor representatives.
     In addition to its core product, LGWeb, LifeGoals also offers a host of
 planning tools for both financial advisors and consumers, including LGX
 Financial Planning software, its mortgage service, LifeGoals Mortgage
 (www.lifegoalsmortgage.com), consumer desktop toolbar at MyLifeGoals.com
 (www.mylifegoals.com), and moving services (www.movingmaster.com).
     To contact LifeGoals or to schedule an interview at eFinance Expo, please
 visit booth #1901.
 
 

SOURCE LifeGoals Corporation
    TUALATIN, Ore., and eFinance Expo, NEW YORK, April 17 /PRNewswire/ --
 LifeGoals, a leading provider of financial planning software and Internet
 tools, today announced the release of LGWeb(TM), the platform from which it
 will generate highly customizable and personalized Web sites for financial
 advisory firms and their associated representatives.  LifeGoals' launch of
 LGWeb meets broker/dealers' growing demands for privately branded
 applications, empowering their financial advisors and their clients with a
 single source for up-to-date content, service and product solutions.
     Using state-of-the art technology, LGWeb's ASP model enables
 broker/dealers and their financial advisor networks to present comprehensive
 Web sites quickly and cost-effectively.  On these customized sites, financial
 advisors and their clients can now access a rich array of tools, services, and
 content offerings that are aggregated and managed for the financial advisors.
     "Broker/dealers and other institutions need to implement advisor Web site
 solutions that are scalable, manageable, and compliant to efficiently serve
 the needs of their affiliated financial advisors and individual clients.
 However, they want to avoid the challenges of developing and maintaining an
 enterprise class platform which distracts from their core business focus.
 LGWeb's ASP model solves this dilemma, and for a fraction of the cost," said
 Jerry Davis, CEO and co-founder of LifeGoals.
 
     LGWeb equips advisors with personalization power while automatically
 addressing broker/dealers' compliance requirements.
     LGWeb is an innovative design engineered on the Webridge (R) enterprise
 architecture that assures a scalable application with extensive growth
 potential.  LGWeb enables financial advisors to seamlessly and effortlessly
 customize their Web site offerings by selecting tools and services that cover
 the full range of financial management needs.  Version 1.0 product highlights
 include:
     -- Home page quote search, market indices, market information, basic
 quotes, hottest sectors;
     -- Home page headlines, news search, news room, personal news, "Refer a
 Friend," info request, map to office;
     -- Investment data, with personal portfolio and alerts option, IPO
 calendar and tracker/forecaster, mutual fund statistics and education,
 historical charts and information on stocks and mutual funds;
     -- Learning Center, features a wide selection of authoritative
 publications, and an online archive of financial articles, concepts, reviews
 and a financial glossary;
     -- Domain registration and personal advisor-email;
     -- Financial and insurance calculators;
     -- Financial Planning Analyzer, an interactive profiler and analysis tool,
 provides clients with insight to their personal financial plan, and
 connectivity to their financial professional for additional advice;
     -- Online mortgage resources offer a single access point for customers'
 financial planning needs, including mortgage-related educational material,
 products and tools for online mortgage shopping online application;
     -- Customizable links to other online authoritative financial planning
 information;
     -- Branding capabilities enable financial advisors to customize the look
 and feel of their Web site by choosing templates and personalizing the
 content;
     -- Systems administration provides a top-level view of Web site activity
 with site analysis, search, and reporting capabilities;
     -- Compliance Review serves as a communication tool between the advisor
 and their compliance officer, eliminating overwhelming paperwork and delayed
 approvals associated with "compliance-approved" publishing.
 
     About LifeGoals
     Founded in 1998, LifeGoals Corporation (www.lifegoals.com), an application
 service provider, assists financial advisors and financial services companies
 in building lasting relationships with their clients and enriches their
 customers' businesses with timely and relevant products, services and content.
 The company offers personalized tools, content and a Web-based e-business
 framework that enable financial services firms, including broker/dealers,
 insurance companies, banks and credit unions, to better serve their affiliated
 agent and advisor representatives.
     In addition to its core product, LGWeb, LifeGoals also offers a host of
 planning tools for both financial advisors and consumers, including LGX
 Financial Planning software, its mortgage service, LifeGoals Mortgage
 (www.lifegoalsmortgage.com), consumer desktop toolbar at MyLifeGoals.com
 (www.mylifegoals.com), and moving services (www.movingmaster.com).
     To contact LifeGoals or to schedule an interview at eFinance Expo, please
 visit booth #1901.
 
 SOURCE  LifeGoals Corporation