SYMPLANY

Owners

Goods & Services

Financial services, namely, financial planning, financial management, financial advising, and portfolio and asset management

Educational services, namely, conducting training and education sessions in the nature of one-on-one training, group sessions, and workshops for financial advisors, financial firms, and clients in the fields of financial planning, financial management, financial advising, and portfolio management

Providing temporary use of a non-downloadable web-based software application for use in investment analysis, investment management and financial planning; application service provider, namely, hosting, managing, developing, and maintaining applications, software, and web sites, in the fields of investment analysis, investment management and financial planning