FUSION SCORECARD

Business consulting services; Business management consulting in the field of team development; Business consulting services in the field of business growth; Business consultation in the field of business process improvement; Business consulting services in the field of business development; Business consulting services in the field of capital solutions, mergers and acquisitions advisory, succession planning; Business consulting services for companies providing services in the fields of technology, office technology, financial services technology, and data management; Business consulting services for companies that provide services in the fields of cybersecurity and help desk services; Business consulting services for companies that provide services in the field of website design and hosting; Business consulting services for companies that provide services in the field of asset management, asset allocation, investment platforms, investment research, trading systems, and performance reporting; Business consulting services for companies that provide services in the field of family office, multifamily office, trust institutions, banks, broker-dealers, insurance companies, independent marketing organizations, field marketing organizations, asset management firms, private equity firms, and registered independent advisors; Business development consulting services; Business strategic planning services; Business strategy development services; Business organization and management consulting; Business organization consulting; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, business organization, marketing and customer analysis

Educational services, namely, conducting classes and workshops in the field of wealth management services and distribution of training material in connection therewith; Workshops and seminars in the field of wealth management services; Workshops and seminars in the field of business technology; Workshops and seminars in the field of registered investment advisor services; Education services, namely, providing on-line workshops in the field of wealth management services