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October 17, 2008 FUNDGRA+DES Announces its Honor Roll Award Winners May 6, 2008 Employers May Now be at Risk of Being Sued Over 401(k) Costs Plan Participants and Employers offered Protection from Excessive 401(k) Program Costs April 21, 2008 The Grade You Don't See Could Blow Your Average August 24, 2006 Financeware, Inc. Closes Recapitalization March 4, 2003 Financeware Crosses $50 Billion in Assets on Strong 2002 Performance April 9, 2002 Financeware Delivers Custom Advice with Personal Wealthcare Plans for Clients New service gives advisors access to expert advice provided by Financeware January 18, 2002 Thomson Financial Announces Release of Thomson Advisor Financial Planning Powerful new software is powered by Financeware Simulation Engine October 29, 2001 Thomson Financial Ventures Joins Financeware's Second Institutional Financing Round Round of Financing Comes to Nine Million Dollars August 28, 2001 Leading Financial Advisory Software Firm Financeware Raises $8 Million The Northwestern Mutual Life Insurance Company joins all original investors in second round of institutional funding June 18, 2001 Thomson Financial/Wiesenberger Announces Strategic Partnership with Financeware Leading solution provider to add sophisticated Monte Carlo probability analysis tools to recently-launched wealth management solution— Thomson Advisor May 22, 2001 FinanceFileManager Desktop Revolutionizes Secure Web-based Document Posting May 2, 2001 Financeware Provides Educators $2.6 Million in Software Licenses for Free Free wealth management licenses granted to educators for use with students online. April 9, 2001 Financeware and CNBC.com Revolutionize How Investors, Financial Advisors Unite March 28, 2001 Financeware Named “Best of the Web” by Forbes Magazine for the Second Year Website one of only six financial planning sites selected for honor March 26, 2001 financeware.com joins Business Logic's Alliance Program Partnership to enhance financeware.com Retirement Plan Manager December 20, 2000 CNBC.com Delivers New Personal Finance Tools, Services, and Resources CNBC.com and financeware.com launch a new personal finance web site. December 19, 2000 Monte Carlo Simulation Made Easy with Release of AASim 2.0 Make sure that you go to http://www.aasim.com to download the newest version of AASim September 13, 2000 Financeware.com's Probability Conference June 30, 2000 The Team Continues to Grow! June 13, 2000 Financeware.com Closes $8 Million Financing Round May 22, 2000 financeware.com Releases financefilemanager May 10, 2000 Financeware.com Announces Advisory Board April 3, 2000 FPA Celebrates Its First Anniversary More than 3.5 million hits and $4 billion in assets input on the system! March 27, 2000 ICFP Biz Article Interviewing User Interacting Online with Clients March 20, 2000 Financeware.com Announces an Exclusive Licensing Agreement of AASim Monte Carlo Simulation Software March 1, 2000 FPA Broadens Strategy; Changes Name to Financeware.com FinancialPlanAuditors.com February 25, 2000 FPA Selected as One of Forbes' Magazines 'Best of the Web' February 15, 2000 Forbes Magazine, Best of the Web Reviews 2000 Financial Plan Auditors.com in Forbes Interactive Magazine February 7, 2000 January 5, 2000 See how AASIM and the Monte Carlo Simulation work December 20, 1999 Alliance with First Montauk Securities FPA Announces a Joint Marketing Agreement with First Montauk December 15, 1999 FPA Releases the First Internet Based Plan Monitoring Tool
October 22, 1999 FPA and ICIMC Introduce Joint Web Site September 18, 1999 International Association for Financial Planning Press Release July 21, 1999 Business Week & Dow Jones Coverage May 17, 1999 Alliance with Lockwood Financial Two Lockwood Officers Named to Board May 16, 1999 Feed Back From User May 10, 1999 Article from: www.icfpbiz.net April 21, 1999 Free Online Service March 23, 1999 Agreement with Online Planning, Inc.
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