Software design and development

Financial asset management; financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; investment advisory services; financial planning services, namely, income planning; providing financial information via a website

Financial asset management; financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; investment advisory services; financial planning services, namely, income planning; providing financial information via a website