CLIENTWORKS

Owner

Goods & Services

Downloadable computer software for providing online information in the fields of financial and investment services, including financial planning, investment brokerage, providing investment advice, investment management and investment compliance services, for purposes of planning, executing, managing, analyzing, tracking, organizing, supervising, surveilling and structuring investments and investment strategies; downloadable computer software for providing access to documents, information, data, technology services and content related to financial and investment services, including advice, investments and potential investments, investment strategies and potential investment strategies, clients and potential clients, advisors and potential advisors, policies, legal and regulatory requirements, accounts and the maintenance or supervision thereof, shared experiences, and financial or investment research