Optima Technologies Awarded ISM Top 15 Winner for the Eleventh Year

ATLANTA, GA – May 5, 2009 – Interactive Advisory Software (IAS) and it’s parent company Optima Technologies announced today that its Solution 360 3.5 and ExSellence 5.9 have been selected by ISM Inc., Social Media, Customer Relationship Management (CRM) and Contact Center strategic advisors, as a Top 15 CRM Enterprise Software Award for 2009. This is the eleventh consecutive time that ISM has selected IAS/Optima to its Top 15 Award list. The Top 15 are divided into two categories—1) Enterprise, and 2) Small & Medium Business (SMB)—to reflect the changes and growth of the CRM marketplace.

“The winners of the 2009 Top 15 continue to raise the bar for the CRM community with significant advancements in both functionality and connectibility. Mobile access as well as Social Media are of increased importance to sales and marketing professionals and their always-on, always-connected Digital Clients,” said Barton Goldenberg, president, ISM.

Solution 360 and ExSellence were chosen after intensive testing by the ISM Software Lab at its Bethesda, Md.-based headquarters.  Each package was rated according to 217 selection criteria, including 102 business functions, 51 technical features, 36 implementation capabilities, 11 real time criteria and 17 user-support features.

“IAS and Optima are proud to be recognized as a leader in the CRM industry by ISM.  Our vertical and cross industry applications allow us to provide the very best solutions for our clients. Optima and IAS provide its customers very customized solutions enabling greater user adoption, faster ROI and lower cost of total ownership,” remarked Scott Dios, Vice President of Marketing & Sales Support for Optima Technologies.

“IAS and Optima are to be praised for obtaining the Top 15 honor as ISM’s software selection process is strenuous and comprehensive,” said Goldenberg. “They are leaders in the CRM industry.”

The Top 15 selections are featured in ISM’s 17th edition of The Guide to CRM Automation and in a Top 15 CD available at (www.ismguide.com).

About ISM

Founded in 1985, ISM Inc. offers strategic advisor services to organizations planning and implementing Social Media, Customer Relationship Management (CRM), and Contact Center initiatives.  ISM annually publishes The Guide to CRM Automation and Top 15 CRM and Real Time CRM software reviews.  Barton Goldenberg, founder and president of ISM, is the author of CRM in Real Time (published by Information Today) and CRM Automation (published by Prentice Hall) and is a columnist for a number of publications including CRM Magazine.  Our list of clients includes the American Automobile Association (AAA), Amtrak, IBM, ExxonMobil, McGraw Hill, Nike, PepsiCo, Roche, T. Rowe Price, United Way, Xerox, and the US Department of Defense.  To learn more, go to www.ismguide.com or call (301) 656-8448.

About Interactive Advisory Software www.iassoftware.com

Interactive Advisory Software (IAS) offers the first unified, browser-based solution enabling financial advisors to simplify their workload and provide greater service to their clients.  IAS caters to the full spectrum of an advisor’s needs, from prospecting for new customers to serving the investing and planning needs of the most complex clients.  The system is built utilizing a consistent, intuitive, visual interface and includes integrated, comprehensive financial planning; portfolio management; client relationship management; rebalancing, client portals and outsourced back office services. Experience The Power of ONE!

About Optima Technologies (www.optima-tech.com ) is a leading provider of business software solutions and IT staffing services. It has led the industry, not by its size, but rather through its customer satisfaction and near 100% enterprise system implementation success rate. By leveraging its potent combination of people, methodology, and technology, Optima has established itself as one of the very few IT software and services companies that consistently delivers what it promises, and does so on a timely and cost effective basis. Optima’s products and services include: ExSellence, a feature rich CRM system; Opti-Insight, a business intelligence and improvement initiative management system; IAS Solution 360, a unified client relationship and wealth management system for financial advisory firms; Opti-IT, a unified solution addressing the sales, marketing, support and operations needs of the IT firm; and Global for IT, a service assisting businesses with their full time and contract IT staffing needs.

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