providing on-line non-downloadable computer software for financial portfolio management, financial valuation, and financial record organization for individual clients, insurance agents and insurance agency personnel

'agenc':27 'agent':24 'client':22 'comput':8 'download':7 'financi':11,14,17 'individu':21 'insur':23,26 'line':4 'manag':13 'non':6 'non-download':5 'on-lin':2 'organ':19 'personnel':28 'portfolio':12 'provid':1 'record':18 'softwar':9 'valuat':15

providing information on a website on a global computer network for financial portfolio management, financial valuation and financial records for individual clients, insurance agents and insurance agency personnel

'agenc':27 'agent':24 'client':22 'comput':9 'financi':12,15,18 'global':8 'individu':21 'inform':2 'insur':23,26 'manag':14 'network':10 'personnel':28 'portfolio':13 'provid':1 'record':19 'valuat':16 'websit':5

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