WESPATH

Owners

Goods & Services

Providing an interactive website that provides online financial investment advisory services, financial news, and financial transaction capability

Providing an interactive website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information

Downloadable electronic publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management; downloadable mobile software for investment services; computer software for use in electronic trading of securities and portfolio management in the fields of finance, saving, investing, investments, and asset management; computer software for managing investment portfolios; computer software for maintaining, managing and reporting financial information; computer software for initiating, processing and tracking financial transactions; computer software for use by investment fund administrators to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software for use in obtaining access to, and enhancing the user's experience of, an internet web site which provides news, information, transaction capability and online financial services; computer software for use by retirement plan sponsors to transmit and receive account information and other information by means of an online connection; computer software for use by financial investment advisors in portfolio allocation, and portfolio rebalancing