PORTFOLIO EFFICIENCY ANALYSIS

Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that analyzes an investor's current portfolio of securities and compares it to a financial advisor's proposed line-up of securities, including asset diversification, internal costs and historical performance for business or commercial purposes

Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services