Financial planning and investment advisory services; Financial advisory services; Investment management

Software as a service (SAAS) services featuring software for financial advisors for the purposes of managing client data, obtaining new clients, creating financial strategies, forecasting future cash flows, creating strategies for tax optimization, analyzing life insurance needs, and forecasting scenarios that may affect client portfolios

Providing temporary use of on-line non-downloadable software for obtaining and managing information relating to financial transactions and investment accounts