ADVISORPORT

Owners

Goods & Services

PROVIDING WEB-BASED TRAINING FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS IN THE FIELD OF INVESTMENT ACCOUNT ADMINISTRATION

BACK-OFFICE SUPPORT SERVICES, NAMELY, BOOKKEEPING AND OPERATIONAL SUPPORT SERVICES FOR FINANCIAL INVESTMENT VEHICLES; INVESTMENT FUND ACCOUNTING

TECHNOLOGY SUPPORT SERVICES, NAMELY, TROUBLESHOOTING OF COMPUTER HARDWARE AND SOFTWARE PROBLEMS ON A WEB-BASED PLATFORM FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS

FINANCIAL INVESTMENT ACCOUNT SERVICES FOR REGISTERED INVESTMENT ADVISORS, PROGRAM SPONSORS AND INVESTMENT MANAGERS, NAMELY, ADMINISTRATION OF INVESTMENT ACCOUNTS, INVESTMENT ACCOUNT MANAGEMENT, RESEARCH AND ANALYSIS IN THE FIELD OF INVESTMENT MANAGEMENT; FINANCIAL INVESTMENT ACCOUNT SERVICES IN THE NATURE OF DETERMINING PORTFOLIO ALLOCATIONS BASED ON CLIENT PROFILES; ASSET ALLOCATION ANALYSIS IN CONNECTION WITH INVESTMENTS; INVESTMENT ACCOUNT PEFORMANCE MONITORING; AND CUSTOMIZED REPORT GENERATION PERTAINING TO INVESTMENT ACCOUNT PERFORMANCE; WEB-BASED CLIENT PROFILE ANALYSIS FOR DETERMINING CLIENT FINANCIAL ASSET ALLOCATION

PRE-EMPLOYMENT BACKGROUND INVESTIGATIONS OF INVESTMENT MANAGERS