CONNECT2CLIENTS

Business information services, namely, providing marketing information for access and distribution by financial advisors; providing financial marketing information via a website and social media; providing an online database of marketing materials for financial advisors; promoting the services of others through marketing programs for financial advisors, namely, the collection of and distribution of marketing materials through email, print, websites, social media and a smartphone application; business marketing consulting services for financial advisors

Providing information about finance for access and distribution by financial advisors

On-line non-downloadable software for accessing and distributing marketing and educational material for use by financial advisors, and for creating, managing and tracking online marketing campaigns, namely, maintaining customer information, and creating, scheduling, and distributing electronic mail communications and posting content on social media