INVESTFORWARD

Owners

Goods & Services

Financial management via the internet; Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial asset management; Financial information provided by electronic means; Financial information and advisory services; Financial planning and advisory services; Financial portfolio management; Providing a web site that assists financial professionals in the management of financial assets; Providing an internet website portal in the field of financial transactions; Providing financial services with respect to securities and other financial products, namely, money management services; Providing financial information via a web site; Providing information and research in the field of finance and securities; Providing investors with financial information; Strategic financial advisory services; Financial information provided by electronic means in the field of securities; Mutual fund brokerage and advisory services; Providing venture capital, development capital, private equity and investment funding

Computer application software for mobile phones, tablets, and handheld computers, namely, software for managing securities portfolios, financial assets and securities trading; Computer application software for mobile phones, tablets, and handheld computers, namely, software for assisting financial professionals in the management of financial assets; Downloadable mobile applications for managing securities portfolios, financial assets and securities trading; Downloadable mobile applications for assisting financial professionals in the management of financial assets

Platform as a service (PAAS) featuring computer software platforms for use in managing securities portfolios, financial assets and securities trading; Providing temporary use of online non-downloadable software for managing securities portfolios, financial assets and securities trading; Providing a website featuring on-line non-downloadable software that enables users to build and manage securities portfolios and financial assets; Providing a website featuring on-line non-downloadable software for financial professionals to manage securities portfolios and financial assets; Providing a website featuring resources, namely, a website featuring primarily non-downloadable software for building and managing a personalized diversified securities portfolio and also featuring non-downloadable publications in the nature of brochures and pamphlets in the field of managing financial assets, wealth management, mutual funds, and securities trading