Providing a web site featuring technology that enables users to access financial advisory tools and strategies

'access':11 'advisori':13 'enabl':8 'featur':5 'financi':12 'provid':1 'site':4 'strategi':16 'technolog':6 'tool':14 'user':9 'web':3

Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information

'account':15,19 'commerci':11 'comput':6 'data':14 'featur':20 'financi':12,17 'inform':24 'line':5 'manag':16 'on-lin':3 'provid':1,10 'refer':23 'relat':22 'report':18 'site':8 'transact':13 'web':7

Financial advisory and consultancy services, namely, a web based portal for access to a turnkey asset management platform, including investment tools and strategies for use by financial advisors

'access':12 'advisor':28 'advisori':2 'asset':16 'base':9 'consult':4 'financi':1,27 'includ':19 'invest':20 'manag':17 'name':6 'platform':18 'portal':10 'servic':5 'strategi':23 'tool':21 'turnkey':15 'use':25 'web':8

ELEMENT

Owner

Goods & Services