Educational services, namely, providing training for investment advisors in the provision of financial account information to clients in the fields of client communications and client management

Providing temporary use of online non-downloadable cloud-based software used for portfolio accounting, client reporting, and billing, all on a scalable platform, in the field of financial advisory services

Computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communications management, and performance tracking; Computer software for securities trading for use by investment advisors and investment management firms; Computer software for client contact management and office workflow automation, and downloadable software for client contact management and office workflow automation

Computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communications management, and performance tracking; Computer software for securities trading for use by investment advisors and investment management firms; Computer software for client contact management and office workflow automation, and downloadable software for client contact management and office workflow automation

Computer software for use by investment managers to manage database information in the field of investment portfolio management, for accounting, for preparing client reports, for connecting various computers into a computer network for client communication management, and for tracking performance of investments

Computer software for client contact management and office workflow automation, and downloadable software for client contact management and office workflow automation

Computer software used to automate and process transactions for securities trading, namely to transmit orders, purchase securities online, and to create and submit block trades and block allocations, for use by investment advisors and investment management firms

Computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communications management, and performance tracking