Providing temporary use of on-line non-downloadable software for use as a wealth management client portal; Providing temporary use of on-line non-downloadable software for wealth management; Providing temporary use of on-line non-downloadable software for sending client questionnaires, and receiving and analyzing responses to client questionnaires

'analyz':52 'client':18,47,55 'download':10,29,43 'line':7,26,40 'manag':17,33 'non':9,28,42 'non-download':8,27,41 'on-lin':5,24,38 'portal':19 'provid':1,20,34 'questionnair':48,56 'receiv':50 'respons':53 'send':46 'softwar':11,30,44 'temporari':2,21,35 'use':3,13,22,36 'wealth':16,32

Financial services, namely, wealth management services; Financial advisory and consultancy services; Wealth transfer planning; Providing information in the field of wealth management

'advisori':8 'consult':10 'field':19 'financi':1,7 'inform':16 'manag':5,22 'name':3 'plan':14 'provid':15 'servic':2,6,11 'transfer':13 'wealth':4,12,21

Life coaching services in the field of wealth management

'coach':2 'field':6 'life':1 'manag':9 'servic':3 'wealth':8

THE LIST TO LIFE METHOD

Owner

Goods & Services