CLIENT RESOURCE CENTER

Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software that enables users to access white papers, statutes, regulations, advisory opinions, field assistance bulletins, and other compliance document in the field of retirement planning, and which provides real-time browser-based dashboard displays of news-based retirement planning information, user-generated financial reports, and links to provide access to a client's stored financial and retirement plan documents; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans