Computer software program for organizing information, namely, appointments, addresses, client names, names of brokers, consultants, custodians and clearing banks and memos regarding client activity and documents for use by investment advisors, money managers, investment bankers, and other financial personnel

'activ':24 'address':9 'advisor':31 'appoint':8 'bank':19 'banker':35 'broker':14 'clear':18 'client':10,23 'comput':1 'consult':15 'custodian':16 'document':26 'financi':38 'inform':6 'invest':30,34 'manag':33 'memo':21 'money':32 'name':7,11,12 'organ':5 'personnel':39 'program':3 'regard':22 'softwar':2 'use':28

BLACK BOOK

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