Product: SmartLink for Albridge Solutions (Datasheet)
Company: Albridge Solutions Inc.
Website: www.albridge.com

Albridge Solutions provides enterprise data management (EDM) and Web-based portfolio accounting and performance reporting solutions to more than 100 financial services firms representing $1 trillion in assets, more than 70,000 financial advisors and millions of investors. Using patent-pending technology, Albridge Solutions consolidates account information from hundreds of data sources encompassing thousands of product companies. Through Albridge Wealth Reporting, the firm’s web-based portfolio accounting and performance reporting solution, this valuable customer data is readily accessible to leading financial institutions and advisors including investment management firms, insurance companies, banks, registered investment advisors, and independent, insurance and bank broker-dealers.

For a complete list of data sources, click here.

Product: SmartLink for DAZL (Datasheet)
Company: DAZL (Data Access Zip Link)
Website: www.dazl.com

DAZL, an electronic data transfer tool from PFPC, supports your need to gain instant access to the most current mutual fund and client account information. With DAZL, you can download client account data files easily via the Internet and then import the data into a variety of portfolio management software packages.

Today, rapid access to accurate and timely information is more important for financial professionals than ever before.

• Extracts detailed fund information and shareholder level data from the transfer agent system.
• Delivers data to investment advisors and financial planners via the Internet.
• Provides management company level data and a trading interface platform.

For a list of available participating Fund Companies, please click here and select Available Funds – Fund List and Contacts.

Product: SmartLink for DST (Datasheet)
Company: DST Systems
Website: www.dstfanmail.com/

FAN Mail is an automated source for complete customer account information across mutual fund, variable annuities, variable universal life, and real estate investment trusts (REITs) including confirmation of purchases, redemptions, exchanges, and distributions; and access to information on positions and daily prices. Through FAN Mail, daily transactions can be transferred directly from the fund company into your E-Z Data application. Financial advisors can enroll at www.dstfanmail.com or call 800.435.4112 for more information.

For a complete list of participating companies, click here and select the Participating Companies menu.

Product: SmartLink for Fiserv (Datasheet)
Company: Fiserv (formely Resource Trust IMS)
Website: www.fiserviss.com

Fiserv Investment Support Services offers trading support services, asset custody, client reporting, and retirement plan administration with exceptional personal service to fee-compensated independent and institutional investment advisors. Fiserv ISS is dedicated to providing services only to financial advisors and does not provide retail products or services.

Product: SmartLink for Lincoln Investment Planning, Inc. (Datasheet)
Company: Lincoln Investment Planning, Inc.
Website: www.lincolninvestment.com

Lincoln Investment Planning, Inc. (Lincoln Investment) is a full-service broker/dealer that provides quality investment and retirement products and services to individuals and employers.We are committed to helping investors build wealth to satisfy a lifetime of investment and retirement needs. High-quality investment products, programs and services, along with professional guidance, are offered by our dedicated financial representatives.Established in 1968, Lincoln Investment began with a focus on the retirement planning needs of educators and employees of non-profit organizations. That original commitment to long-term planning, coupled with our conservative approach to equity investing, continues today.

Product: SmartLink for LPL (Datasheet)
Company: LPL (Linsco Private Ledger)
Website: www.lpl.com

LPL was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973). Today, LPL is America's No. 1 independent brokerage firm* with more than 6,500 financial advisors based in more than 4,000 branch offices nationwide.

LPL's rise to prominence has been driven by a commitment to independence, excellence and the simple premise that achieving your financial goals requires:

• Solid, unbiased advice
• Meaningful, timely information and research
• Easy access to value-added investments and services
• Unparalleled customer service

Product: SmartLink for National Financial (Datasheet)
Company: National Financial
Website: www.nationalfinancial.com

National Financial, a Fidelity Investments company, offers Integrated Brokerage SolutionsSM to more than 350 clients ranging from retail broker/dealer to institutional investment firms. Collectively, National Financial's clients have more than 70,000 brokers. As of June 30, 2006, National Financial custodied more than $591 billion in assets representing approximately 5.2 million customer accounts. Integrated Brokerage Solutions incorporates innovative technology, products and programs, supported by dedicated client service professionals and trusted industry partners. This holistic, solutions-oriented approach is designed to help client firms attain competitive advantage by driving growth, creating efficiency and managing risk.

Product: SmartLink for Pershing (Datasheet)
Company: Pershing
Website: www.pershing.com

Pershing is a leading global provider of clearing and financial services outsourcing solutions to more than 1,100 institutional and retail financial organizations and independent investment advisors who collectively represent nearly six million individual investors. Located in 18 offices worldwide, Pershing provides customers with flexible technology, operational support, practice management solutions, and a wide range of investment products, including managed account services, wealth management, lending, cash management, and retirement planning solutions. Pershing LLC (member NYSE/NASD/SIPC) is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Borse, the Irish Stock Exchange and the London Stock Exchange. Pershing LLC is a subsidiary of The Bank of New York Company, Inc.

Product: SmartLink for Raymond James (Datasheet)
Company: Raymond James Financial
Website: www.raymondjames.com

Raymond James Financial is proud of its history. Founded in 1962, we are now one of the largest financial services firms in the United States, with 2,200 locations worldwide. Our stock is traded on the New York Stock Exchange (RJF). We actively support the communities in which we work, as can be seen from Raymond James Stadium® and Raymond James Gasparilla Festival of the Arts.

Product: SmartLink for Rydex (Datasheet)
Company: Rydex Financial Services
Website: www.rydexfs.com

Rydex Financial Services is a broker/dealer custody platform designed to give Registered Investment Advisors and their clients a highly specialized brokerage alternative.

Rydex Financial Services has one goal: to provide advisors with sophisticated tools to power their practice. By integrating unparalleled service, consultation and technology solutions into one platform, Rydex can help streamline an advisor's operations.

Since their founding in 1993, the Rydex family of companies has operated in partnership with advisors–not in competition. They have been dedicated to creating flexible investment solutions that enable advisors to manage portfolios more effectively. Rydex is known throughout the registered advisor community for its ability to provide unique products and services that enhance portfolios and businesses.

Product: SmartLink for Sterne Agee (Datasheet)
Company: Sterne Agee Clearing
Website: www.salclearing.com

At Sterne Agee Clearing, you will find a group of professionals carrying on a tradition of excellent financial services that goes back over 100 years. Our Correspondents are a valued relationship to Sterne Agee and as such your success is important to us. We believe that having the benefits of a large New York city clearing firm with the small firm feel is key to our mutual success.

Product: SmartLink for TD AMERITRADE (Datasheet)
Company: TD AMERITRADE (formerly TD Waterhouse)
Website: www.tdainstitutional.com

TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients.

Additionally, TD AMERITRADE Institutional provides a robust offering of products, programs and services. These services are all designed to help advisors build their businesses and do the best possible job they can in helping their clients with their financial goals.

Product: SmartLink for The Vanguard Group (Datasheet)
Company: The Vanguard Group, Inc.
Website: www.vanguard.com

Vanguard is one of the world's largest investment management companies. Whether you are an individual investor, institution, or financial professional, you can benefit from the size, stability, and experience that we offer.

Product: SmartLink for Walnut Securities (Datasheet)
Company: Walnut Street Securities, Inc. (formerly Nathan and Lewis Financial Services)
Website: www.walnutstreet.com

Today's investment market is complex and constantly changing. And investors have virtually unlimited financial choices. Walnut Street Securities, Inc. (WSS) simplifies the investment decision process. In the spirit of independence, your Walnut Street financial representative can offer you personalized attention to your financial needs.

Founded in 1985, Walnut Street Securities, Inc. provides investment, brokerage, and advisory accounts designed to help investors reach financial goals. Walnut Street Securities is a licensed broker/dealer in all 50 states, plus Washington, D.C. and Puerto Rico.