ENVESTNET TAMARAC

Financial services, namely, providing an online automated financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; financial services, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts and investments accounts over electronic communications networks; providing financial information in the form of records and summaries in the fields of financial affairs and financial accounts by means of electronic communications networks; providing online financial management services for business applications

Educational services in the field of training in the use and implementation of investment strategy management and software use

Application service provider featuring software for use in investment management