WEALTHSTATION

downloadable software and computer software for use in financial portfolio accounting, securities trade order management, automated client communications management, reporting of investment performance, and reporting of client account information, for use by investment advisors

Data management services for others; business consultation services provided to investment advisors in the fields of client management and communications, electronic commerce, and investment strategy, development, and monitoring

Providing online support services for investment professionals, namely, financial portfolio accounting, securities trade order management, automated client communications management, reporting of investment performance, and online reporting of client account information

Educational services, namely, providing training for investment advisors in the fields of client communications and management and electronic commerce

Computer services, namely, consultation regarding website development; computer services, namely, providing content for web sites for others; computer services, namely, technical support services provided online and in person