Providing temporary use of on-line non-downloadable software development tools for enabling financial advisors to create, manage, store, and generate financial plans and client proposals; Providing temporary use of on-line non-downloadable software development tools for collecting, organizing, and maintaining client financial information; Providing temporary use of on-line non-downloadable software development tools for generating financial plans using pre-designed templates and layouts in th...

Providing temporary use of on-line non-downloadable software development tools for enabling financial advisors to create, manage, store, and generate financial plans and client proposals; Providing temporary use of on-line non-downloadable software development tools for collecting, organizing, and maintaining client financial information; Providing temporary use of on-line non-downloadable software development tools for generating financial plans using pre-designed templates and layouts in th...

Computer software for application and database integration