Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds for others

Providing temporary use of a web-based software application for use by registered investment advisers, investment adviser representatives, financial advisors and investment managers for use in financial planning, investment portfolio management, investment portfolio modeling and rebalancing, securities trading and trade order management, tax accounting, investment performance reporting, client reporting, funds transfer and distribution management, client relationship management, account recon...