DEFINING THE FUTURE OF FINANCIAL PLANNING

Based in Richmond, Virginia and supported by strong institutional investors and strategic partners, Financeware is powering the future of financial advice through a unique financial advisory process called Wealthcare. Wealthcare's value proposition for investors is uncovering and truly understanding their goals, providing them with measurable confidence in meeting those goals, while not introducing unnecessary investment risk or proposing unneeded sacrifices to their lifestyle.

Financeware serves as a strategic vendor to Wells Fargo who licenses Financeware's technology, services and core intellectual property to power Wells Fargo's Envision wealth management advisory process (See www.envisionyourgoals.com). Financeware works with professional financial advisors from almost all of the most prominent brokerage firms in the U.S. and hundreds of independent financial advisors. With Wealthcare Capital Management®, Financeware offers a turnkey wealth management solution for clients of financial advisors and financial institutions. Serving as a Registered Investment Adviser, Wealthcare Capital Management® creates client Wealthcare plan recommendations, implements investment portfolio allocations consistent with those plans, while also providing ongoing, goal-focused Wealthcare plan status monitoring and reporting. The ongoing reporting process includes continuous new client-specific advice recommendations summarized for each financial advisor (see http://www.wealthcarecapital.com).

Founded in 1999, the company is privately owned and counts among its investors its employees, The Northwestern Mutual Life Insurance Company, Thomson Financial Ventures U.S., LLC and several individual investors with a history of personal and professional success in the financial services industry.

Information about investing in the company can be obtained by contacting ir@financeware.com.