The product is comprised of a database architecture and associated data loading routines which, together, represent a customer relationship management system This system is capable of aggregating and loading large amounts of customer information and making this information available to business users within the organization in which the product is installed

general business consultation and consultation in the fields of advertising and marketing via global computer network, product merchandising, advertising campaigns, and the purchase and resale of advertising time and space

Investment management services, investment advisory services, financial management services, and broker-dealer services in the field of securities, stocks, bonds, and mutual funds

registered investment advisory services, including financial planning and asset management programs

Financial planning and investment advisory services