Pension Dynamics Selects ASI Portfolio Forecaster(SM)


LAFAYETTE, CA--(Marketwire - October 7, 2008) - Advisor Software, Inc., a leading provider of wealth management solutions for the advisor market, today announced that Pension Dynamics Corporation will make ASI Portfolio Forecaster available to 401(k) plan participants who are using the firm's web-based platform.

ASI Portfolio Forecaster is a web-based Monte Carlo simulator that performs 1500 simulations of possible outcomes to model investment portfolios with user-defined cash flow goals and time horizons.

Leveraging WySTAR Global Retirement Solutions' record keeping platform, Pension Dynamics designs, installs and administers fully compliant 401(k) plans for employers ranging from small and medium sized businesses to large corporations.

"ASI Portfolio Forecaster will allow us to deliver the type of investment analysis that today's investors are seeking," said Stephen Butler, CEO of Pension Dynamics. "The tool's advanced simulation capabilities will paint a powerful picture for our participants, emphasizing the importance of regularly contributing toward a well designed portfolio while illustrating the costs involved in liquidating too soon."

"ASI Portfolio Forecaster empowers investors to evaluate the risk of not meeting tomorrow's retirement goals and cash flow needs," said Neal Ringquist, president and COO of Advisor Software. "The application will allow Pension Dynamics' plan participants to model retirement goals in relation to different contribution and distribution levels. We are pleased to partner with Pension Dynamics to help retirement plan participants better understand their investment decisions."

About ASI Portfolio Forecaster

Leveraging an intuitive, Web 2.0 interface, ASI Portfolio Forecaster allows users to quickly and easily display the probability of yearly outcomes. The tool simulates investment portfolios and associated cash flows over a user-defined time horizon. Investors can simulate at the asset class level by selecting from more than 20 benchmarks across equity and fixed income. They can also simulate at the product level since the tool supports mutual funds, ETFs, SMAs, VAs, ADRs and individual stocks. By creating up to three unique contribution cash flow streams and three unique withdrawal cash flow streams, investors can evaluate the likelihood of achieving specific goals.

Newest Addition to Suite of Web Tools

ASI Portfolio Forecaster is the newest addition to Advisor Software's set of ASI Portfolio Diagnostic Tools, a suite of web applications offering robust diagnostics, simple workflows and affordable deployments. Each application can be deployed internally or on public-facing advisor and investor sites to drive site usage.

About Pension Dynamics' Retirement Planning Services

Pension Dynamics offers a comprehensive suite of services that begin at retirement plan design and reliably deliver through record keeping and compliance assurance. The full suite of services includes:

--  Plan Design -- Retirement plans are customized to meet an
    organization's specific needs and objectives.
--  Investment Selection -- Employers and employees can screen 401(k)
    providers as well as identify, contrast and compare plan performance.
--  Plan Enrollment -- An easy, self-service environment automates the
    enrollment process and eliminates the frustration of forms processing.
--  Plan Administration -- Ongoing administration of plan information,
    forms, disclosures and participants' questions simplify plan management.
--  Compliance Assurance -- Comprehensive compliance support, testing and
    reporting ensures that 401(k) plans successfully pass annual, mandated
    compliance testing.
--  Employee Communications and Education -- Personalized employee
    communications foster an improved understanding of various investment
    choices while encouraging plan participation and investment confidence.
    

About Advisor Software, Inc.

Advisor Software, Inc. is a leading provider of wealth management solutions for the advisor market. The company has pioneered the first enterprise portfolio rebalancing solution, as well as a unique goal and household balance sheet driven financial planning platform. Advisor Software's applications are designed for a wide range of brokerages, banks, asset management firms, platforms and other financial institutions, enabling these institutions and their advisors to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. For more information, visit www.advisorsoftware.com or call 925.299.7782.

About Pension Dynamics Corporation

Pension Dynamics has been designing, installing and administering qualified retirement and flexible benefit plans in the San Francisco Bay Area for over thirty years. We listen to your goals and the challenges in your way. We carefully analyze and present your options on a level-playing field so that you can see the costs and advantages of each alternative. Our common sense approach to retirement and benefits plans and plan administration allows employers to optimize the services that best meet their needs. Clients who select Pension Dynamics as their benefits administration provider rely on our exceptional personalized service and attention to detail. They expect our flexible partnership and responsive communications with their HR staff and their employees. And they count on improved value, flexibility and results. For more information, visit www.pensiondynamics.com or call 925.956.0505.

Contact Information: Contact: Andrea Corry Advisor Software, Inc. (925) 444.1306 acorry@advisorsoftware.com