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Goods & Services

FINANCIAL SERVICES, NAMELY, PROVIDING ONLINE INFORMATION ABOUT INVESTMENT FUNDS AND SECURITIES, INVESTMENT ADVISORS, ASSET ALLOCATION, INVESTMENT REGULATION AND OTHER INVESTMENT PRACTICES VIA A WEBSITE ON THE INTERNET; FINANCIAL SERVICES, NAMELY, PROVIDING ONLINE INFORMATION AND ANALYTICAL TOOLS IN THE NATURE OF ASSET ALLOCATION MODELS, CLIENT INVESTMENT PERFORMANCE AND HISTORICAL INDICES, INVESTMENT MANAGER PERFORMANCE FOR CUSTOMER ACCOUNTS AND PORTFOLIOS; AND PROVIDING ON LINE INFORMATION PERTAINING TO INVESTMENT MANAGERS AND INVESTMENT ADVISORS VIA A WEBSITE ON THE INTERNET

PROVIDING ONLINE ANALYTICAL TOOLS IN THE NATURE OF TEMPORARY USE OF NONDOWNLOADABLE SOFTWARE FOR CLIENT INVESTMENT REPORTING AND DECISION MODELING FOR USE IN DATABASE MANAGEMENT, SPREADSHEET, AND WORD PROCESSING