CURE YOUR BACK OFFICE BLUES

Business information and accounting advisory services; back office accounting services; outsourcing services in the field of financial services, namely, performance reporting, fee billing calculations, risk and asset allocation profiling, dynamic model portfolio services, online account opening, including forms population, proposal and investment policy statement generations, new account paperwork and forms processing, custodial liaison services

Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, traded funds, securities, mutual funds and equities; and providing online stored value accounts in an electronic environment