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Service To Package Dow Jones Articles As Client Conversation Starters

By Staff Writer

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NU Online News Service, Nov. 5, 2003, 3:33 p.m. EST – Client Dynamics Inc., Irvine, Calif., will be working with Dow Jones & Company, New York, to develop Dow Jones Wealth Manager, a service that will help financial advisors use Dow Jones news articles as tools for starting conversations with clients.

Client Dynamics will use its software to match articles from The Wall Street Journal, Barron’s and other Dow Jones publications with specific clients’ interests.

The program also will use specialized feature articles covering topics such as estate planning, long term care and alternative investments, Client Dynamics says.

Client Dynamics and Dow Jones hope to introduce the program in early 2004.