VIRTUOSO

Owners

Goods & Services

Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications * in the fields of financial services and life planning, business planning, education collaboration, social networking, mentoring; * Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information * in the fields of financial services and life planning, business planning, education, collaboration, social networking, mentoring; * Computer software for use in customer relationship management (CRM) * in the fields of financial services and life planning, business planning, education, collaboration, social networking, mentoring; * Computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry * and in the fields of financial services and life planning, business planning, education, collaboration, social networking, mentoring; * Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface * in the fields of financial services and life planning, business planning, education, collaboration, social networking, mentoring *

Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research