Business management services for financial advisors and financial institutions; back office support services for financial advisors, namely, trade processing services, accounting services, client portfolio management services, client account information management, commission tracking and management; marketing support services, namely, assistance with the creation of marketing brochures, manuals and presentations

COMPUTER CONSULTING SERVICES; APPLICATION SERVICE PROVIDER FEATURING NON-DOWNLOADABLE SOFTWARE IN THE FIELDS OF FINANCIAL ANALYSIS, FINANCIAL RESEARCH, INVESTMENT TRACKING, ACCOUNTING, BOOKKEEPING, CLIENT PORTFOLIO MANAGEMENT, CLIENT ACCOUNT INFORMATION MANAGEMENT, COMMISSION TRACKING AND MANAGEMENT AND CREATION OF MARKETING MATERIALS, AND TO PROVIDE ACCESS TO FINANCIAL NEWS AND INFORMATION; compliance services, namely, providing information and advice regarding whether marketing communicatio...

PROVIDING INVESTMENT PORTFOLIO ACCOUNTING AND INVESTMENT PERFORMANCE REPORTING INFORMATION BY MEANS OF ELECTRONIC DELIVERY; PROVIDING NEWS AND INFORMATION REGARDING FINANCIAL MARKETS VIA THE INTERNET; PROCESSING AND REPORTING OF BILLING, COLLECTIONS AND DISBURSEMENT DATA FOR OTHERS BY MEANS OF ELECTRONIC DELIVERY; INVESTMENT AND FINANCIAL CONSULTATION SERVICES DELIVERED VIA THE GLOBAL COMPUTER NETWORK

Electronic mail services via the global computer network; electronic transmission of messages, data and documents via computer terminals and via the global computer network; providing on-line chat rooms for transmission of messages among computer users concerning the fields of financial analysis and investment; and providing telecommunications connections for teleconferencing

Educational services, namely conducting workshops, conferences and seminars in the fields of investment management, insurance and other financial and business services via the global computer network; distributing electronic educational materials in connection therewith via the global computer network