PROVIDING A WEBSITE AND ON-LINE DATABASE ON GLOBAL COMPUTER NETWORKS IN THE FIELD OF CLIENT INVESTMENT HOLDINGS AND TRANSACTIONS

Providing an on-line searchable database featuring information about financial transaction data and financial account management data provided to financial organizations for use with their client investment holdings and transactions; financial services, namely, the integration and aggregation of financial data, financial research and financial transactions by electronic means

non-downloadable software in the field of financial services to enable portfolio accounting and reporting, data and account management, operational and compliance monitoring, financial account data aggregation, and data warehousing

Providing a website featuring information in the field of client investment holdings and transactions; providing an on-line computer database on global computer networks in the field of client investment holdings and transactions; Financial services, namely, coordination of a client's investment portfolio's maintenance, trading, rebalancing, and tax management needs, with said services being for use by financial organizations with their client investment holdings and transactions; providing a...

PROVIDING A WEBSITE AND ON-LINE DATABASE ON GLOBAL COMPUTER NETWORKS IN THE FIELD OF CLIENT INVESTMENT HOLDINGS AND TRANSACTIONS

PROVIDING A WEBSITE FEATURING INFORMATION IN THE FIELD OF CLIENT INVESTMENT HOLDINGS AND TRANSACTIONS; PROVIDING AN ON-LINE COMPUTER DATABASE ON GLOBAL COMPUTER NETWORKS IN THE FIELD OF CLIENT INVESTMENT HOLDINGS AND TRANSACTIONS; FINANCIAL SERVICES, NAMELY, COORDINATION OF A CLIENT'S INVESTMENT PORTFOLIO'S MAINTENANCE, TRADING, REBALANCING, AND TAX MANAGEMENT NEEDS, WITH SAID SERVICES BEING FOR USE BY FINANCIAL ORGANIZATIONS WITH THEIR CLIENT INVESTMENT HOLDINGS AND TRANSACTIONS; PROVIDING A...