9
Computer software for collecting and managing customer information data for use in the fields of client relationships, wealth management, and sales force automation by members of the investment management community such as brokerages, investment counselors, money managers, financial planners, banks and insurance companies
42
Custom designing and building software systems; computer systems integration and development, namely, the development, implementation, integration, and maintenance/support of computer software systems for use in the areas of relationship and wealth management and sales force automation by members of the investment management community such as brokerages, investment counsellors, money managers, financial planners and insurance companies and designed for the collection management of customer information including account status, financial portfolio management and relationship management; computer consultation services in the fields of technical project management and database administration, analysis, design, and building computer systems, database administration and performance tuning, namely, the analysis, design and performance tuning of computer software systems for use in the areas of relationship and wealth management and sales force automation by members of the investment management community such as brokerages, investment counsellors, money managers, financial planners and insurance companies and designed for the collection management of customer information including account status, financial portfolio management and relationship management; computer systems project management consulting, namely, management consulting services involving the development, implementation, integration and maintenance/ support of computer software systems for use in the areas of relationship and wealth management and sales force automation by members of the investment management community such as brokerages, investment counsellors, money managers, financial planners and insurance companies and designed for the collection management of customer information including account status, financial portfolio management and relationship management
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