MILWAUKEE, WI -- (MARKET WIRE) -- 11/30/05 -- Metavante Corporation, the financial technology subsidiary of Marshall & Ilsley Corporation (NYSE: MI), today announced the launch of a new wealth management customer relationship management (CRM) tool, WealthRM, through a unique licensing agreement with ClienTracs, Inc. Based in Atlanta, ClienTracs is a leading provider of wealth management CRM technology for financial institutions.

WealthRM, powered by ClienTracs, assists financial advisors with sales prospecting, cross-selling, referral tracking, and relationship management. It allows them to more effectively capture and analyze specific financial information from their high net worth clients and make recommendations regarding estate planning, investment management, insurance, cash and credit management. This agreement provides Metavante with exclusive rights to sell and market WealthRM to the wealth management industry, including clients using Metavante's TrustDesk platform and to clients using other platforms.

"Having the ability to offer this product independently opens up new opportunities for Metavante to broaden our market reach, facilitate a consultative approach to client management, and continue to build a comprehensive wealth management platform," said Doug Smith, senior vice president and general manager, Metavante Investment Technology Services. "WealthRM provides financial advisors with the tools to capture, analyze and recommend specific solutions expected by their clients, enabling advisors to provide comprehensive advice about a client's entire profile."

WealthRM begins by evaluating individual clients based on a set of questions about their specific goals, objectives and financial preferences. Next, WealthRM identifies sales opportunities through a firm-specific, customized cross-sell matrix, which are forwarded to pre-assigned product specialists. The service includes account aggregation technology, online product brochures and other tools to educate advisors on specific products or solutions to prepare them for client meetings. Additional capabilities, such as follow-up alerts, activity tracking, and a variety of reports, help both the individual advisor and management drive business through effective client management.

"Delivering quality tools to the wealth management market is our primary focus and working closely with valuable partners like Metavante will help maintain our leadership position in this arena," said Jeff Jenkins, president, ClientTracs, Inc. "Metavante has devoted itself to helping investment management and trust company clients operate more efficiently and bringing WealthRM to the market will position their clients to gain a greater share of the rapidly growing wealth management marketplace."

Metavante Investment Technology Services offers a set of Internet-enabled products and services to more than 200 financial services providers that address the specific needs of the rapidly growing wealthy, affluent, and emerging affluent markets as well as commercial clients. These solutions address asset and liability aggregation, trust and investment account management, and client and regulatory reporting.

About ClienTracs, Inc.

ClienTracs, Inc. is a provider of Wealth Management CRM technology to the financial institution market. The technology, also called ClienTracs, helps advisors and relationship managers in the wealth management market grow revenue by enabling a proven and repeatable sales process. ClienTracs is a hosted solution that leverages decades of financial sales, management and software development expertise. Based in Atlanta, GA, ClienTracs is a privately held company serving many segments of the financial services market ranging from RIAs to Super Regional Banks and Credit Unions. For more information, call 678.222.3402 or visit the company's Web site at www.clientracs.com.

About Metavante

Metavante Corporation delivers banking and payment technologies to financial services firms and businesses worldwide. Metavante products and services drive account processing for deposit, loan and trust systems, image-based and conventional check processing, electronic funds transfer, consumer health care payments, and electronic presentment and payment. Headquartered in Milwaukee, Metavante (www.metavante.com) is wholly owned by Marshall & Ilsley Corporation (NYSE: MI).

Contact:
Sam Baumgarten
Metavante Corporation
678-533-4861
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