Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis ...

Computer software namely; Time-Management Software

Software as a service (SAAS) services featuring software for use in database management; software as a service (SAAS) services featuring software for use in database analysis; software as a service (SAAS) featuring software for providing information about retail operations, customer behavior and price sensitivity; software as a service (SAAS) featuring software for providing business intelligence; software as a service (SAAS) that provides real-time, integrated business intelligence by combin...