Downloadable and recorded computer software for the purpose of automating and streamlining order management workflow, compliance and suitability checks, and performing settlements and accounting entries, document generation, life cycle management, real time price discovery, distribution of structured investment products, bonds, funds, equities and foreign exchange, trade verification, trade booking and post-trade information flow; downloadable and recorded computer operating programs; Downl...

Consulting and information concerning insurance; Debt management consultation; Estate planning; Financial advice, namely, budget planning; Financial consulting services, namely, expert analysis in finance

Investment advisory services

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