SYMMETRY E ADVISOR

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

Application service provider featuring 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 and sales support, financial planning, proposal generation, investment portfolio construction and account reporting, and for practice operation services, consisting of account management, research, client billing, trading, investment portfolio rebalancing, account reconciliation and investment portfolio management