Business management services for professionals and businesses in the fields of clearing and trading for investment transactions; data management services for use in the electronic data aggregation and storage for professionals and businesses in the field of financial planning

Financial analysis and consultation; financial forecasting; financial management; financial planning; financial research; financial services in the nature of investment security, investment fund transfer and transaction services; financial valuations; providing financial and investment information; financial investment brokerage services; investment advisory services; financial and investment services, namely, asset and investment acquisition, consultation, advisory, and development services; providing information and advice in the field of finance, financial investments, financial valuations; electronic financial trading services; electronic fund transfer services; trust services, namely, investment and trust company services; banking services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes

Technology consultation services, namely, consulting services for assisting investment advisors in selecting, implementing and adopting technologies, namely, computer hardware and software, for the provision of financial services; Providing temporary use of on-line non-downloadable software tools for performing investment portfolio transactions, trading, accounting, allocation, reporting, downloading financial account data, data management, performing research, and performance and transaction tracking; Providing temporary use of on-line non-downloadable software tools for tracking and comparing performance of financial products and for research information regarding industry, sector and security financial analyses and ratings