WEALTH INFORMATION SYSTEMS

Owner

Goods & Services

COMPUTER PROGRAMS AND PROGRAM MANUALS ALL SOLD AS A UNIT FOR USE IN THE FINANCIAL AND INSURANCE FIELDS TO CAPTURE, MANAGE, PROCESS, STORE AND DISTRIBUTE INFORMATION, TO ALLOW ELECTRONIC INTERACTION, AND TO AUTOMATE COMMUNICATION,

ADVERTISING AND BUSINESS SERVICES IN THE NATURE OF MAIL PROCESSING, COMPUTERIZED DATABASE MANAGEMENT, INTEGRATED MARKETING SERVICES, AND DEVELOPMENT AND IMPLEMENTATION OF TECHNOLOGICAL SOLUTIONS FOR CAPTURING, MANAGING, PROCESSING, STORING AND DISTRIBUTING INFORMATION AND FOR ALLOWING ELECTRONIC INTERACTION AND AUTOMATED COMMUNICATIONS

FINANCIAL SERVICES, NAMELY, TRANSFER AGENCY SERVICES; BROKERAGE SERVICES; DATA PROCESSING AND FINANCIAL RECORDKEEPING SERVICES; SHAREHOLDER AND PARTICIPANT ACCOUNTING AND RECORDKEEPING SERVICES; DEFINED CONTRIBUTION ADMINISTRATION SERVICES; PORTFOLIO MANAGEMENT AND ASSET ADMINISTRATION; AND SERVICES TO PROVIDE RESEARCH AND INFORMATION ABOUT INDUSTRIES, COMPANIES AND FINANCIAL PRODUCTS; ALL FOR PROVIDERS OF FINANCIAL, RETIREMENT, EMPLOYEE BENEFIT, TRUST AND INSURANCE SERVICES AND PRODUCTS,

ELECTRONIC MAIL AND ELECTRONIC TRANSMISSION OF DATA AND DOCUMENTS FOR OTHERS IN THE FINANCIAL AND INSURANCE INDUSTRIES