Providing information, commentary and advice in the field of financial investments; financial risk management; financial services, namely, investment fund transfer and transaction services; financial portfolio management

'advic':5 'commentari':3 'field':8 'financi':10,12,15,24 'fund':19 'inform':2 'invest':11,18 'manag':14,26 'name':17 'portfolio':25 'provid':1 'risk':13 'servic':16,23 'transact':22 'transfer':20

Computer services, namely, providing an interactive web site featuring technology that allows users to access, consolidate and manage investment proposals, investment and financial goals, risk tolerance and solution mapping, investment fund transfer and transactions services, and billing, fee management, and invoicing; computer services, namely, providing an interactive web site featuring technology that allows users to perform portfolio management and accounting and investment management services

'access':15 'account':60 'allow':12,53 'bill':37 'comput':1,42 'consolid':16 'featur':9,50 'fee':38 'financi':23 'fund':31 'goal':24 'interact':6,47 'invest':19,21,30,62 'invoic':41 'manag':18,39,58,63 'map':29 'name':3,44 'perform':56 'portfolio':57 'propos':20 'provid':4,45 'risk':25 'servic':2,35,43,64 'site':8,49 'solut':28 'technolog':10,51 'toler':26 'transact':34 'transfer':32 'user':13,54 'web':7,48

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