CHOREO PARTNER ALLIANCE

Owners

Goods & Services

Software as a service (SAAS) services featuring software for accounting; software as a service (SAAS) services featuring software for providing financial services, namely, software for use in providing wealth management, estate planning, business exit-planning, and investment management services; software as a service (SAAS) services, namely, hosting software for use by others for use in providing financial services, namely, hosting software for use in providing wealth management, estate planning, business exit-planning, and investment management services; developing customized web pages featuring user-defined information; developing customized software in the field of financial services, namely, software for use in providing wealth management, estate planning, business exit-planning, and investment management services; providing a web site featuring technology that enables internet users to share documents, images and videos in the field of wealth management and investment strategies; providing an interactive website featuring technology that allows users to enter, access, and synthesize financial information and generate financial reports; providing temporary use of an on-line non-downloadable software for accounting; providing temporary use of an on-line non-downloadable software for providing financial services, namely, software for use in providing wealth management, estate planning, business exit-planning, and investment management services; Software as a service (SAAS) services featuring financial management software; providing temporary use of on-line non-downloadable software for use by others in providing financial services, namely, software logging and accessing financial information and providing information regarding wealth management, estate planning, business exit-planning, and investment management strategies; Software as a service (SAAS) services featuring software for use in collecting, editing, organizing, modifying, transmitting, storing, and sharing of data and information in the field of wealth management and investment strategies; providing a website featuring information in the field of financial services

Financial advisory and consultancy services, namely, financial and investment services, in the nature of asset and investment acquisition, consultation, advisory and development; financial advisory and consultancy services, namely, investment consultancy, financial planning and investment advisory services

Preparation of business reports; business referral services, namely, promoting the goods and services of others by passing business leads and referrals to others; providing an on-line searchable database featuring referrals in the field of financial advisors; providing business referrals in the field of financial services; arranging and conducting incentive reward programs to promote the sale of financial services; arranging and conducting incentive award programs to promote the sale of products and services of others; consulting services, namely, expert analysis and management consulting in economics and accounting