EARNWISE

Owners

Goods & Services

Integrated web-based suite of technology services for financial advisors comprised of non-downloadable software for financial advisors to manage client accounts, non-downloadable software for automated trading, and an online portal featuring non-downloadable software for clients to manage their financial accounts and access customer support regarding those accounts; platform as a service (PAAS) featuring computer software platforms for use in accessing and executing financial account transactions, managing investment and retirement accounts, investment data analytics, investment risk analysis, electronic document delivery, tax lot accounting, investment brokerage and engaging in online trading; Application service provider (ASP) featuring software for use as an order management application for investment advisors; platform as a service (PAAS) featuring web-based automated and customizable software platforms for management of investments for use by investment advisors and their clients

Providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Computerized tax accounting services; Financial record-keeping for regulatory compliance purposes via the Internet