ADVISORENGINE PORTFOLIO SOLUTIONS

Owners

Goods & Services

Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software for financial planning professionals that provides marketing support and client management tools for financial planning professionals; Platform as a service (PAAS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions, all in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer relationship management; Providing temporary use of on-line non-downloadable software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data; Providing temporary use of on-line non-downloadable software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth; Providing temporary use of on-line non-downloadable software for financial due diligence

Investment management; financial investment portfolio analysis; financial investment due diligence; financial services in the nature of investment portfolio construction