Providing an online Internet website portal featuring technology that enables financial advisors to access proprietary financial model investment portfolios and financial investment strategies; Providing an online Internet website portal featuring technology that enables subscribers to manage investment portfolios, analyze portfolios of securities, create performance reports, generate financial proposals, analyze model investment portfolios, analyze financial and securities data, and access financial services, namely, financial analysis, financial research, and financial management services; Providing an online Internet website portal featuring technology that enables subscribers and users to trade securities; Providing an online Internet website portal featuring technology that enables subscribers to access customer relationship management (CRM) services

'access':14,59,99 'advisor':12 'analysi':64 'analyz':39,49,53 'creat':43 'crm':103 'custom':100 'data':57 'enabl':10,33,80,96 'featur':7,30,77,93 'financi':11,16,21,47,54,60,63,65,68 'generat':46 'internet':4,27,74,90 'invest':18,22,37,51 'manag':36,69,102 'model':17,50 'name':62 'onlin':3,26,73,89 'perform':44 'portal':6,29,76,92 'portfolio':19,38,40,52 'propos':48 'proprietari':15 'provid':1,24,71,87 'relationship':101 'report':45 'research':66 'secur':42,56,86 'servic':61,70,104 'strategi':23 'subscrib':34,81,97 'technolog':8,31,78,94 'trade':85 'user':83 'websit':5,28,75,91

ZACKSONE

Owner

Goods & Services