Providing a web-based service featuring technology that enables users to organize the user's clients and prospective clients financial asset account information, including account description, name, type, balance, number, owner and beneficiary information in a consolidated, easy-to-read digital report, which can be exported in a variety of ways and can facilitate communication with their financial advisor

'account':23,26 'advisor':61 'asset':22 'balanc':30 'base':5 'beneficiari':34 'client':17,20 'communic':57 'consolid':38 'descript':27 'digit':43 'easi':40 'easy-to-read':39 'enabl':10 'export':48 'facilit':56 'featur':7 'financi':21,60 'includ':25 'inform':24,35 'name':28 'number':31 'organ':13 'owner':32 'prospect':19 'provid':1 'read':42 'report':44 'servic':6 'technolog':8 'type':29 'user':11,15 'varieti':51 'way':53 'web':4 'web-bas':3

BENEFICIARY SUMMARY REPORT

Owners

Goods & Services