ADVISOR CENTERPOINT

Providing registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services with access, through an Internet portal, to comprehensive, centralized technology to conduct and manage the day-to-day aspects of their businesses, namely, client relationship management, marketing and sales support, financial planning, proposal generation, account reporting, and practice operation services, consisting of account management, research, client billing, trading and rebalancing, account reconciliation and portfolio management

Investment advisory and management services, namely, providing information, advice, and access to technology to registered investment advisers, investment adviser representatives, financial advisors, clients and others who provide investment-related financial services to clients