Downloadable computer software for asset and wealth management by individuals; Downloadable enterprise software for asset and wealth management by professional financial advisors

'advisor':22 'asset':5,15 'comput':2 'download':1,11 'enterpris':12 'financi':21 'individu':10 'manag':8,18 'profession':20 'softwar':3,13 'wealth':7,17

Software as a service (SAAS) services featuring software for use in asset and wealth management by professional financial advisors; Software as a service (SAAS) services featuring software for use in asset and wealth management by individual inventors

'advisor':19 'asset':12,31 'featur':7,26 'financi':18 'individu':36 'inventor':37 'manag':15,34 'profession':17 'saa':5,24 'servic':4,6,23,25 'softwar':1,8,20,27 'use':10,29 'wealth':14,33

Financial asset management; Financial services, namely, wealth management services; Providing financial consultation services to professional financial advisors; Providing financial consultation services to individual investors; Providing financial information services to professional financial advisors; Providing financial information services to individual investors

'advisor':17,32 'asset':2 'consult':12,20 'financi':1,4,11,16,19,26,31,34 'individu':23,38 'inform':27,35 'investor':24,39 'manag':3,8 'name':6 'profession':15,30 'provid':10,18,25,33 'servic':5,9,13,21,28,36 'wealth':7

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