OPENWEALTH

Owners

Goods & Services

Providing temporary use of non-downloadable computer software for providing middle and back office support functions to the financial and investment industries, namely, account opening and maintenance, document imaging and archiving, workflow management, portfolio manufacturing, portfolio modeling, portfolio maintenance, tax management and automated trade blocking and execution

Financial services in the nature of providing middle and back office support functions to the financial and investment industries, namely, financial portfolio management

Providing office functions to the financial and investment industries; financial services in the nature of providing middle and back office support functions to the financial and investment industries, namely, administration, billing and reconciliation of accounts on behalf of others, business administration and management of workflow; document imaging, namely, copying documents