76263037
May 23, 2001
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
Electrical and Scientific ApparatusData 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
Advertising and BusinessProviding 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
Insurance and FinancialEducational services, namely, providing training for investment advisors in the fields of client communications and management and electronic commerce
Education and EntertainmentComputer 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
Computer and Scientific