Description: Educational services, namely, providing training for investment advisors in the provision of financial account information to clients in the fields of client communications and client management; Computer software for use by investment managers to manage database information in the field of investment portfolio management, for accounting, for preparing client reports, for connecting various computers into a computer network for client communication management, and for tracking performance of investments; Providing information for investment professionals, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks; Data processing services for others; Computer technical support services, namely, troubleshooting of computer problems provided via the Internet and in person; hosting of digital content on the Internet
