WEALTH MANAGEMENT SYSTEMS

Owner

Goods & Services

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 FOR PROVIDERS OF FINANCIAL, RETIREMENT, EMPLOYEE BENEFIT, TRUST AND INSURANCE SERVICES AND PRODUCTS, NAMELY, MUTUAL FUND BROKERAGE, INVESTMENT BROKERAGE, STOCK BROKERAGE, RECORDKEEPING FOR DEFINED CONTRIBUTION EMPLOYEE BENEFIT AND PENSION PLANS, FINANCIAL PORTFOLIO MANAGEMENT, FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS, AND FINANCIAL RESEARCH

COMPUTER PROGRAMS AND MANUALS SOLD AS A UNIT, FOR USE IN THE FINANCIAL AND INSURANCE FIELDS FOR DATABASE MANAGEMENT

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

TECHNICAL RESEARCH AND CONSULTATION IN THE FIELDS OF ELECTRONIC AND AUTOMATED COMMUNICATIONS, DATA PROCESSING, DATA MANAGEMENT, DATA STORAGE AND DATA DISTRIBUTION; DATABASE DEVELOPMENT SERVICES; AND RESEARCH AND DEVELOPMENT OF NEW PRODUCTS FOR OTHERS IN THE FIELDS OF ELECTRONIC AND AUTOMATED COMMUNICATIONS, DATA PROCESSING, DATA MANAGEMENT, DATA STORAGE AND DATA DISTRIBUTION