SCHWAB ADVISOR PORTFOLIO CONNECT

data processing services in the field of investment portfolio management; business services, namely, providing data aggregation and analysis services for investment advisors; business services, namely, aggregating investment portfolio data from multiple investment accounts for use by investment advisors

providing information for investment advisors, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks

computer technical support services, namely, troubleshooting of computer software problems provided via the internet; hosting of digital content on the internet; providing temporary use of online, non-downloadable computer software to investment advisors for use in connection with managing, accounting of and preparing reports for client investment accounts; providing temporary use of online, non-downloadable computer software to investment advisors for tracking performance of client investments