PROVIDING AN ONLINE, NON-DOWNLOADABLE INFORMATION DELIVERY, TRANSACTION MANAGEMENT AND REPORTING SOFTWARE PLATFORM VIA A GLOBAL COMPUTER NETWORK TO ENABLE USERS TO ACCESS MANAGED ACCOUNT ADVISORY SOLUTIONS, GENERATE INVESTMENT PORTFOLIOS, OPEN NEW ACCOUNTS, PERFORM ACCOUNT MAINTENANCE, GENERATE PERFORMANCE REPORTS, ASSIST IN INVESTMENT SELECTION, PERFORM PORTFOLIO ANALYTICS, CONDUCT BILLING AND FEE PROCESSING, ACCESS EDUCATIONAL AND TRAINING RESOURCES AND INVESTMENT SOLUTIONS AND RESEARCH

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FINANCIAL AND INVESTMENT MANAGEMENT SERVICES; MANAGED ACCOUNT INVESTMENT SERVICES

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