WEALTHMANAGER360

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Goods & Services

Providing a limited-access on-line database in the field of finance for use by financial account representatives, accountants, lawyers, and other authorized persons with a fiduciary duty to a common client and from which, to which, and through which such authorized persons can download, upload view and/or annotate documents related to a common client's asset holdings, liabilities, financial positions, monetary and securities accounts, estate plans, insurance policies, tax-related documents, financial plans and trust documents

Providing, on a limited and secure basis to authorized third parties, temporary use of non-downloadable computer software for uploading, downloading, viewing and/or annotating documents relating to a common client's financial positions, monetary and security accounts, estate plans, asset holdings, insurance policies, tax related documents, financial plans and trust documents