ALBRIDGE WEALTH REPORTING

Owners

Goods & Services

PROVIDING A WEBSITE FEATURING INFORMATION IN THE FIELD OF CLIENT INVESTMENT HOLDINGS AND TRANSACTIONS; PROVIDING AN ON-LINE COMPUTER DATABASE ON GLOBAL COMPUTER NETWORKS IN THE FIELD OF CLIENT INVESTMENT HOLDINGS AND TRANSACTIONS; FINANCIAL SERVICES, NAMELY, COORDINATION OF A CLIENT'S INVESTMENT PORTFOLIO'S MAINTENANCE, TRADING, REBALANCING, AND TAX MANAGEMENT NEEDS, WITH SAID SERVICES BEING FOR USE BY FINANCIAL ORGANIZATIONS WITH THEIR CLIENT INVESTMENT HOLDINGS AND TRANSACTIONS; PROVIDING AN ONLINE COMPUTER WEB SITE THAT PROVIDES FINANCIAL TRANSACTION DATA AND FINANCIAL ACCOUNT MANAGEMENT DATA, WITH SAID SERVICES BEING PROVIDED TO FINANCIAL ORGANIZATIONS FOR USE WITH THEIR CLIENT INVESTMENT HOLDINGS AND TRANSACTIONS

Preparing financial reports for others, namely, providing portfolio accounting and reporting services; data and document management services, namely, business records management related to financial institutions; all of the aforementioned services being provided to financial organizations for use with their client investment holdings and transactions

Providing temporary use of on-line non-downloadable software in the field of financial services to enable portfolio accounting and reporting, data and account management, operational and compliance monitoring, financial account data aggregation, and data warehousing