VINTEX

Owners

Goods & Services

providing business information to financial service providers by means of an internet web site in the field of business marketing; referral services in the field of investment advice and financial planning; personnel placement and recruiting services; consulting services in the field of marketing financial services; marketing services rendered to members of the financial services industry, namely, creating and designing promotional materials for use by financial service providers and assisting financial service providers to develop their own marketing plans, and to implement their own direct mail campaigns, advertising campaigns and public relations campaigns; promoting public awareness of the need for investment planning

Providing access by electronic communication networks to portfolio management services and tools and/or account information; providing access by electronic communication networks to news, information, research, databases, and analysis in the fields of investing, finances, financial planning, business, current events, government, and economics

Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments; providing access to portfolio management services and tools and/or account information; providing access to decision-making tools and investment research tools; providing access to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, current events, government and economics; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy, by online means

downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing

Providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; software as a service (SAAS) services comprised of computer software for use in on-line trading of securities and portfolio management in the fields of finance and investments; website design, development and maintenance for others; professional advisory services relating to computers, computer programs, computer systems, networks and computer equipment