COMPUTER SOFTWARE FOR USE IN TRACKING AND MANAGING INDIVIDUAL INVESTMENT PORTFOLIOS, EVALUATING INDIVIDUAL NET WORTH, DETERMINING PROPERTY VALUATIONS, ANALYZING AND PROJECTING RETURNS ON INVESTMENTS, COORDINATING AND MANAGING PERSONAL AND BUSINESS SERVICES PROVIDED TO HIGH NET WORTH INDIVIDUALS AND THEIR FAMILIES, AND CONDUCTING INVESTMENT RISK ANALYSES FOR USE IN THE FIELD OF FINANCIAL SERVICES, NAMELY, WEALTH MANAGEMENT SERVICES, INVESTMENT MANAGEMENT SERVICES, AND PORTFOLIO MANAGEMENT SERVICES FOR HIGH NET WORTH INDIVIDUALS

'analys':45 'analyz':19 'busi':30 'comput':1 'conduct':42 'coordin':25 'determin':16 'evalu':12 'famili':40 'field':50 'financi':52 'high':34,66 'individu':9,13,37,69 'invest':10,24,43,58 'manag':8,27,56,59,63 'name':54 'net':14,35,67 'person':28 'portfolio':11,62 'project':21 'properti':17 'provid':32 'return':22 'risk':44 'servic':31,53,57,60,64 'softwar':2 'track':6 'use':4,47 'valuat':18 'wealth':55 'worth':15,36,68

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