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Electronic, downloadable databases for notification, namely, demand notification to an end user of the event of exceeding a financial limit, namely, exceeding a margin for a margin account and exceeding a credit limit for use with computer software; Downloadable computer software for notification, namely, demand notification to an end user of the event of exceeding a financial limit, namely, exceeding a margin for a margin account and exceeding a credit limit; Electronic, downloadable databases for notification, namely, loan origination for use with computer software; Downloadable computer software for notification, namely, loan origination; Electronic, downloadable databases for interactive communication, namely, interactive communication between the provider of the computer software and databases and financial service providers, accountants, wealth management advisors, brokerages and end users of the computer software and databases for customer relationship management for use with computer software; Downloadable computer software for interactive communication, namely, interactive communication between the provider of the computer software and databases and financial service providers, accountants, wealth management advisors, brokerages and end users of the computer software and databases for customer relationship management |
| Goods and Services | Providing on-line non-downloadable computer software for document and content creation for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for electronic document, electronic report, electronic inserts and electronic newsletters creation for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for document management of business documents for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for electronic signatures, namely, the generation of electronic signatures and the application of electronic signatures to documents; Providing on-line non-downloadable computer software for customer statement processing job scheduling, tracking and reporting, namely, locally and remotely scheduling jobs, tracking the progression of job activities, and reporting the aforementioned; Providing on-line non-downloadable computer software for creation, management, confirmation and reporting of accounting, financial and business statements; Providing on-line non-downloadable computer software for creation, management, confirmation and reporting of enhanced, aesthetically pleasing, easy to read, and personalized accounting, financial and business statements; Providing on-line non-downloadable computer software for business process management for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for financial analysis and strategy consulting; Providing on-line non-downloadable computer software for project management for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for business process training for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for print output creation, routing and bundling for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non- downloadable computer software for tax form processing, receipt of initial tax related files, preparing tax documents for mailing, and uploading tax documents to an online document repository; Providing on-line non-downloadable computer software for creation of integrated documents for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for automated account opening for client and member onboarding for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for use in integrating marketing of products and services into customer statements for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for cloud computing connection enabling end users to access online products and services hosted by financial service providers, accountants, wealth management advisors and brokerages, namely, electronic documents, electronic reports, electronic inserts, electronic newsletters, automated account openings, and customer statement processing; Providing on-line non-downloadable computer software for document imaging; Providing on-line non-downloadable computer software for the redirection of electronic messages to alternate addresses; Providing on-line non-downloadable computer software for customer lifecycle communications, namely, communications for account opening, asset transfer, needs assessment and data capture for financial service providers, accountants, wealth management advisors and brokerages; Providing on-line non-downloadable computer software for account transfers and account updates; Providing on-line non-downloadable computer software for cheque image capture and processing; Providing on-line non-downloadable computer software for a secure, web-based repository for uploading and sharing board documents, materials and correspondence with board members of an organization; Providing on-line non-downloadable computer software for project review, assessment, adjustment, enhancement to optimize business processes; Providing on-line non-downloadable computer software for accounting and wealth management analysis and strategy consulting; Providing on-line non-downloadable computer software for customer relationship management, namely, for database management and information management for financial service providers, accountants, wealth management advisors, and brokerages; Providing on-line non-downloadable computer software for correspondence, namely, creation and printing of correspondence, and creation of electronic correspondence; Providing on-line non-downloadable computer software for notification, namely, demand notification to an end user of the event of exceeding a financial limit, namely, exceeding a margin for a margin account and exceeding a credit limit; Providing on-line non-downloadable computer software for notification, namely, loan origination; Providing on-line non-downloadable computer software for interactive communication, namely, interactive communication between the provider of the computer software and databases and financial service providers, accountants, wealth management advisors, brokerages and end users of the computer software and databases for customer relationship management |
