ZACKSONE

Online portal for financial advisors to access proprietary model investment portfolios and strategies; Online portal that provides subscribers with the ability to manage investment portfolios, analyze portfolios of securities, create reports such as performance reporting, generate proposals, utilize model portfolios, financial and securities data and access to financial services, namely, financial analysis, research and management services; Automated investment and financial management; Electronic financial trading services; Online portal for subscribers and users for use in the trading of securities; Online portal which provides subscribers with access to customer relationship management (CRM) system.