Computer software that may be accessed through a global computer network for use by registered representatives to develop asset allocation based plans, namely investment portfolios by means of software tools namely graphical charts, text and completing forms

'access':6 'alloc':20 'asset':19 'base':21 'chart':33 'complet':36 'comput':1,10 'develop':18 'form':37 'global':9 'graphic':32 'invest':24 'may':4 'mean':27 'name':23,31 'network':11 'plan':22 'portfolio':25 'regist':15 'repres':16 'softwar':2,29 'text':34 'tool':30 'use':13

IPLAN

Owners

Goods & Services