86250266
Apr 11, 2014
Nov 25, 2014
Web and mobile wealth management technology computer software platform for use on laptops, desktop computers, mobile phones, tablets for workflow integration, directed to financial services professionals, institutions and their clients; software for integrating client relation management, financial planning, securities trades, investment portfolio rebalancing, financial account activity and holdings, analytics and forecasting statistics, and data storage thereof; software for revenue analysis, client communication, business development; computer software for providing financial alert messaging
Electrical and Scientific ApparatusConsulting services in the field of Information technology directed to financial services professionals, institutions and their clients; software development and design of websites and mobile applications for others
Computer and Scientific