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Business development services, namely, providing start-up support for businesses of others; business support services, namely, business consulting to start-ups and existing businesses in relation to registered financial advisors in the nature of enterprise organization consultancy and customer relationship management; outsource service provider in the field of business management, business marketing, and business analytics, and business administrative services

Financial research; providing information and research in the field of finance and financial investments; Providing an internet website portal featuring a multi-functional platform for providing online information in the fields of financial and investment services, in the nature of financial planning, investment brokerage, providing investment advice, investment management and investment compliance services, for purposes of planning, executing, managing, analyzing, tracking, organizing, supervising, surveilling and structuring investments and investment strategies; business support services, namely, business consulting to start-ups and existing businesses in relation to financial consulting

Technology services, namely, providing online non-downloadable proprietary computer software for use in the field of financial investment advisory and brokerage services, namely, for managing, analyzing, tracking, organizing and structuring investments and information related to investments and to the performance of investment vehicles, and for use in providing access to online investment information

Regulatory compliance auditing