Providing economic information for business purposes, namely, aggregated economic data from various investment funds and separate accounts of high net worth individuals, foundations and retirement plans by electronic means, for the purposes of helping wealth management professionals analyze their customers, research new prospects, and track and leverage their existing client base to generate referral opportunities

'account':17 'aggreg':8 'analyz':38 'base':51 'busi':5 'client':50 'custom':40 'data':10 'econom':2,9 'electron':28 'exist':49 'foundat':23 'fund':14 'generat':53 'help':34 'high':19 'individu':22 'inform':3 'invest':13 'leverag':47 'manag':36 'mean':29 'name':7 'net':20 'new':42 'opportun':55 'plan':26 'profession':37 'prospect':43 'provid':1 'purpos':6,32 'referr':54 'research':41 'retir':25 'separ':16 'track':45 'various':12 'wealth':35 'worth':21

REFERRAL-EDGE

Owners

Goods & Services