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Precision Information

Mission Statement

Precision Information (PI) is a rapidly growing personal finance software company devoted to developing and distributing innovative educational software and online applications for the financial services market. PI provides efficient, effective, and affordable financial education tools and learning systems to serve the needs of financial service firms, financial professionals, students, individual investors, and independent learners alike.

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Company History


Joe Saari and Ed Harris formed Precision Information in 1998. The company's early years were characterized by its founders working late into the night, fervently pursuing the dream of using software technology to help people learn the basics of successful investing. Joe and Ed created the company's first products working out of a makeshift office in the basement of Joe's home. An old computer and a piecemeal desk became the company's headquarters.

PI has grown a lot since then. The company now employs a team of talented writers, editors, programmers, marketing and sales specialists, and personal finance professionals to build its market-leading products. The company's first major milestone was in September 1999, when Ameritrade (http://www.ameritrade.com) chose Precision Information to provide the educational content for its online education center. Since then, PI went on to develop The Encyclopedia of Personal Finance™, a popular interactive software product, and has secured market-leading clients like Intuit, New York Life, Morningstar, DST Output, and Bob Brinker's Money Talk.

PI was founded with the intent of fundamentally improving the way people learn to invest. Four years later, the company's management team is vigorously pursuing that goal. To date, the company has helped over 1,000,000 individuals learn about personal finance and investing with its popular interactive financial education tools.

Co-Founders Joe Saari and Ed Harris provide the vision, leadership, and managerial talent to guide the company. Ed is an experienced software entrepreneur with nearly 40 years in the software industry. Prior to working with PI, Ed co-founded Persoft Inc. in 1982, which was one of the 100 largest software companies in the US from 1983 through its sale in 1996. Joe is a Registered Investment Advisor with an MBA in finance who was recently selected to serve on the Governor's Task Force for Financial Education in the State of Wisconsin.

Other key members of the PI team include: Director of Sales, Dave Snodgrass, VP of Educational Services, Dennis Filangeri (CFP™), and lead programmers Jeff Horn and Aaron Berken.

Precision Information also benefits from the insights and seasoned leadership of a talented board of directors and other key advisors, including Mark Laufman, a Managing Director of Robert W. Baird & Co., Inc.; Randy Pitzer, Senior Vice President and Deputy General Manager of Edelman Technology Practice in Chicago; Jane Boutelle, who served as the product manager for the team that launched Intuit's market-leading QuickBooks accounting package; and Larry Landweber, the former chair of the Department of Computer Science at the University of Wisconsin-Madison.

Precision Information offers a comprehensive suite of educational tools for financial service firms and the individual investors they serve. The company's flagship product, The Encyclopedia of Personal Finance™, is the most comprehensive resource available of engaging, accurate, unbiased, and easy-to-understand financial information for investors. The product's proprietary database structure provides investors with an intuitive, easy-to-use interface that grants them instant access to thousands of definitions, articles, tutorials, quizzes, and recommended resources about personal finance and investing. Precision Information also offers brandable e-newsletters and built-to-order Web sites.

Saari and Harris say they were inspired to create Precision Information because of the lack of comprehensive, objective, and easy-to-use information resources for investors. "There is a lot of information out there, but it is spread out all over the place. What's more, much of it is either too complex for most investors to understand, or it is colored by somebody's personal opinions or biases," Saari says. "Our comprehensive, easy-to-use financial education tools are filling a significant market void," explains Harris.

Now in a dynamic and exciting stage of its development, Precision Information is expanding its marketing and sales efforts by forming distribution partnerships and strategic alliances with market-leading companies that serve similar products or services to its target market. To learn more about Precision Information or The Encyclopedia of Personal Finance™, visit http://www.precision-info.com.

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