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Computer application software for use by registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services for conducting and managing the day-to-day aspects of their businesses, namely, software for use in client relationship management, marketing, sales support, financial planning, and investment portfolio construction and providing the user with updated financial information

Investment advisory and management services, namely, providing investment information, and investment advice to registered investment advisers, investment adviser representatives, financial advisors, clients and others who provide investment-related financial services to clients