PORTFOLIOCENTER

Owners

Goods & Services

Computer software for use by investment managers to manage database information in the field of investment portfolio management, for accounting, for preparing client reports, for connecting various computers into a computer network for client communication management, and for tracking performance of investments

Educational services, namely, providing training for investment advisors in the provision of financial account information to clients in the fields of client communications and client management

Computer technical support services, namely, troubleshooting of computer problems provided via the Internet and in person; hosting of digital content on the Internet

Providing information for investment professionals, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks

Data processing services for others