Firmware and software for use in client relationship management and the delivery of automated business processes in the fields of customer relationship management and financial investment services; downloadable software to allow users to perform electronic business management and financial investment transactions and to communicate with other users and to access and exchange business information in the fields of financial investment services and customer relationship management via a global computer network; downloadable computer software for customizing computer application user interfaces for managing financial investment software; computer software applications for the management and provision of financial investment services and customer relationship management

Business management services, providing investor-financial advisor relationship management services and sales support management services in the nature of sales management services, sale promotion for others, consulting in the field of sales methods, sales management, and sales improvement in the field of financial investments; business management consulting services relating to investor-financial advisor relationship management, sales support management and marketing automation; providing a website with business information in the fields of marketing and business services; advertising services for others, provision of business information, business administration services, and data processing services in the fields of financial investment services and investor-financial advisor management; providing business information management, information and data compiling and analyzing relating to business management; compilation and management of computerized databases, and consulting services related thereto in the fields of investor-financial advisor relationship management and financial investment services

Financial investment consultancy services; provision of financial investment services on-line from a computer database and the Internet, namely, financial investment brokerage, financial planning and investment advisory services, investment fund transfer and transaction services; information and advisory services in the field of financial investment; consultancy and provision of information to investors in the field of financial investment services; providing a website with financial information in the fields of marketing and business services

Operation of an Internet website for transmitting customer messages and customer information in the fields of financial investment services and investor-financial advisor relationship management; voice and data communications in the nature of voice over internet protocol (VOIP) services; telecommunications network services, namely, digital network telecommunications services, transmission of database information via telecommunications networks; data transmission and reception services via telecommunications means; providing access to digital music websites on the Internet; transmission and delivery of digital music, images, voice and data by telecommunications; electronic messaging and mail services; broadcasting and transmission of radio, television and cable programs; providing telecommunications access to electronic data, databases, bulletin boards and publications via computer networks; providing internet chat rooms; communication services, namely, providing electronic transmission of information stored in a database via interactively communicating computer systems; advisory, information, consultancy services relating to the aforementioned services, namely, financial investment brokerage, financial planning and investment advisory services, investment fund transfer and transaction services

Computer programming in the fields of investor-financial advisor relationship management; maintaining and hosting of web sites for others in the field of financial investment services; Providing temporary use of on-line non-downloadable software to store, manage, track, analyze and report financial and industrial investment services data in the fields of investor-financial advisor relationship management and financial investment services; designing, developing, and maintaining computer software applications for others and consulting services related thereto in the fields of investor-financial advisor relationship management and financial investment services; operating search engines for computer networks and the Internet in the fields of financial investment services and investor-financial advisor relationship management; installation, maintenance and repair of computer software; Software as a service (SAAS) services featuring software for investor-financial advisor relationship management and the delivery of automated business processes in the fields of investor-financial advisor relationship management and financial investment services; Software as a service (SAAS) services featuring software to allow users to perform electronic business management and financial investment transactions and to communicate with other users and to access and exchange business information in the fields of financial investment services and investor-financial advisor relationship management via a global computer network; Software as a service (SAAS) services featuring software for customizing computer application user interfaces for managing financial investment software; Software as a service (SAAS) services featuring software for applications for the management and provision of financial investment services and investor-financial advisor relationship management