UNIFIED SMARTBRIDGE

Owners

Goods & Services

Electronic exchange of data stored in databases accessible via telecommunication networks; electronic data interchange; electronic transmission of data in the field of investment management and retirement plans

software-as-a-service that allows financial professionals, retirement plan sponsors, and other users the ability to transmit data about investment account transactions, analyzes, manipulates, and tests the data exchanged, and provides predictive analytics information in the field of investment management and retirement plans; software as a service (saas) services featuring software for use in financial analysis and providing decision support in the nature of recommending investment and resource allocation to future retirees in the fields of finance and investment; providing a website featuring non-downloadable software for reporting financial transactions involving retirement accounts, investment accounts, and custodial and trust accounts holding default investments, stocks, bonds, and traditional investments

Provision of financial information and data concerning retirement plans, investment accounts; financial data analysis; manipulating and analyzing financial data in the field of investment management and retirement plans; providing analysis and predictive analytics in the field of investment management and finance relating to retirement plans