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INVESTMENT MANAGEMENT TECHNOLOGY BRIEFS

Macgregor and FIX network services announce three recent appointments to its management team.

Macgregor, a provider of buy-side trade order management systems (OMS) and FIX network services, announced three recent appointments to its management team. Rob Flatley joins Macgregor as EVP, Sales and Marketing, where he will head up all OMS sales and marketing activity including strategic alliances and client management. Mr. Flatley has sales and marketing management experience, most recently serving as SVP, Worldwide Sales & Marketing, at Financial Technologies International (FTI), where he built and managed the global sales and marketing team. Prior to FTI, Mr. Flatley was a Regional Sales Manager at Financial Decision Systems. Before embarking on his sales career, Mr. Flatley worked for KPMG and Deloitte & Touche. Martin Courage joins Macgregor as SVP, Client Management, reporting into Mr. Flatley. Mr. Courage previously held senior management positions in Private Client Brokerage, Private Client Group, Operations, Client Services and Shareholder Services at Fleet/Quick & Reilly. Prior to that, Mr. Courage served as SVP, Strategic Clients Group, at Fidelity. Finally, Thomas Chippas joins Macgregor as VP, Sales, also reporting into Mr. Flatley. Mr. Chippas previously served in sales positions at FTI, including Vice President of American Sales and European Sales Director. Prior to FTI, Mr. Chippas was a Regional Sales Manager at Financial Decision Systems.

Greystone Solutions, Inc., an eBusiness application development firm, announced the completion of a Web development project that allows Whatifi Financial to provide private labeled investment sites to multiple partners. Greystone Solutions helped Whatifi Financial adapt its existing Web site to support its partnership business model. Whatifi Financial provides an electronic investment solution, targeting the non-affluent investor. It partners with institutions, such as banks, insurance firms, credit card providers and retail stores. In a typical arrangement, a partner provides an investment link on its Web site, enabling customers to receive investment advice, build a portfolio of benchmark index funds or open and fund an account in a single visit. Whatifi partners with firms that have their own brand identity, distribution infrastructure and existing customer type

Disaster Relief Efforts

JPMorgan Chase is taking the following steps: *Donating $10 million to World Trade Center disaster relief funds *Partnering with the New York State World Trade Center Relief Fund and The City of New York Twin Towers Fund *Providing free banking services, including lock box collection services, and waive merchant card fees associated with contributions made via MasterCard or Visa *Matching dollar for dollar, donations of JPMorgan Chase employees and retirees by the J.P. Morgan Chase Foundation *Accepting donations by the public to the State's Relief Fund,The City's Twin Tower's Fund and the Red Cross at all Chase branches in New York, New Jersey and Connecticut

Nearly 3,000 employees of Convergys Corporation answered donor calls at sixteen of the company's North American customer contact centers during the nationally televised TV event "America: A Tribute to Heroes" last Friday night. Convergys told its employee body at least 2,000 volunteers would be needed to handle incoming calls and within 24-hours, nearly 3,000 employees had volunteered to man the phones and support the telethon. Call volume was extremely heavy with participating Convergys contact centers handling close to 125,000 calls in just 5 hours.

IntraLinks, Inc., a provider of secure digital workspaces for complex business transactions, announced that it is making complimentary workspaces available to companies that have been displaced or suffered losses to their communications network due to the terrorist attacks on the World Trade Center. Businesses ranging from global banks to major pharmaceutical companies to international professional service organizations use IntraLinks to improve critical activities ranging from syndicated finance to clinical trials to corporate restructurings

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