HALO

Owners

Goods & Services

Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals to track, monitor, and manage investment portfolios; Platform as a Service (PaaS) featuring computer software platform for investment portfolio selection, construction, monitoring, reporting, and management; Platform as a Service (PaaS) featuring computer software platform for managing investments; Platform as a Service (PaaS) featuring computer software platform for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, and investment performance measurement; Platform as a Service (PaaS) featuring computer software platform that allows users to research, analyze, and invest in annuities, buffer EFTs, structured notes, and alternative investments; Platform as a Service (PaaS) featuring computer software platform that allows users to manage and administer investments; Platform as a Service (PaaS) featuring computer software platform that allows banks, issuers, and financial institutions to sell annuities, ETFs, structured notes, and alternative investments to financial planning professionals and their clients; Providing on-line non-downloadable software in the nature of a financial technology software platform for providing information, analysis, management and administration services in the field of investments; Platform as a Service (PaaS) featuring computer software platform that enables investors to select, issue and monitor financial products; Platform as a Service (PaaS) featuring computer software platform that provides protective investment solutions for financial planning professionals; Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals draft proposals; Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals to draft and deliver customized financial planning strategies and asset management and investment advice

Provision of protective investment consultation for financial planning professionals; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Investment by electronic means; Investment consultancy; Investment advisory services; Provision of online financial information, research and investment recommendations for financial planning professionals; Investment management services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial analysis and consultation; Providing financial information in the field of financial planning and investment for financial planning professionals; Providing financial information pertaining to financial tools and products for financial planning professionals; Financial services, namely, financial management, consultation and advice in the field of alternative investments