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	COMPANY Profile Description    Financial Tapestry is a technology company dedicated to developing targeted solutions for the financial services community. Company Founded    January, 2001 Headquarters    Exton, Pennsylvania Corporate Structure    Delaware Limited Liability Corporation Capitalization    Privately Held Legal Counsel    Dechert Accounting Firm    Buckno Lisicky & Company Business Objectives To provide affordable, web-based software for financial service professionals which is easy to use and empowers them to more productively gather assets and more efficiently manage their books of business To enable financial professionals to provide high quality, institutional-grade investment advice and deliver high quality proposals with a minimum time investment To effectively integrate traditional risk-based client profiling with needs-based, Monte Carlo simulation analysis to determine a success rate for meeting an individual's financial goals To empower financial service professionals to better educate their clients, helping them to formulate realistic expectations with regard to risk and the attainment of their goals To provide specialized financial technology and fulfillment services to serve the needs of the profoundly injured and their families

© 2001-08 Financial Tapestry, LLC. All Rights Reserved. Financial Tapestry is a technology company dedicated to developing targeted solutions for the financial services community.