VISION

Owners

Goods & Services

Providing temporary use of online non-downloadable software that provides financial advisors and broker-dealers the ability to view mutual fund and variable annuity shareholder account information, perform account set-ups and maintenance, process financial transactions and allow interactive electronic interface; platform as a service (PAAS) featuring computer software platforms for providing financial advisors and broker-dealers the ability to view mutual fund and variable annuity shareholder account information, perform account set-ups and maintenance, process financial transactions and allow interactive electronic interface

Financial advisory services and broker-dealer financial services in the field of mutual funds and account maintenance, variable annuity shareholder accounts provided via internet based interactive electronic interface