35
Business advice and information relating to the financial
services industry, financial advisers, wealth management,
asset management, fund management, investment management,
portfolio analytics, data management and aggregation,
accounting, reporting, client management, and customer
relationship management (CRM); preparation of financial
statements; financial records management; assistance,
advisory services and consultancy with regard to data
management and aggregation, accounting, statistical
reporting, client management, and customer relationship
management (CRM); compiling financial, securities, stock
exchange, trade and quote, index value and other financial
market information for business purposes; providing
commercial transaction data, account management, accounting
features and related reference information via an on-line
computer web-site; analyzing and compiling data for
measuring the performance of financial markets; business
research; provision of an on-line marketplace for buyers and
sellers of financial products and services; providing
platform for the sale of financial products and services;
provision of an on-line marketplace for buyers and sellers
of goods and services; providing an online marketplace for
exchanging goods and services with other users via a
website; business assistance in the field of financial
wealth management
36
Wealth management services; providing information in the
field of finance; financial research and information
services; financial analysis services; strategic financial
advisory services; financial advisory and consultancy
services; financial planning services; monitoring financial
markets for investment purposes; financial advisory and
consultancy services, namely, the creation of personalized
strategies to achieve financial independence; financial
services, namely, the trading of financial instruments,
securities, shares, options and other derivative products;
financial evaluation, tracking, analysis, forecasting,
consultancy, advisory and research services relating to
securities and other financial instruments; financial and
investment services, namely, asset and investment
acquisition, consultation, advisory and development;
preparation of reports relating to finance and investments;
assistance, advisory services and consultancy with regard to
the financial services industry, financial advisers, wealth
management, asset management, fund management, investment
management, and portfolio analytics; providing and updating
a financial index; providing financial transaction data and
financial reporting information via an on-line computer
website; advisory and consulting services in the field of
financial wealth management
42
Providing temporary use of on-line non-downloadable software
for aggregating financial service and market data for use in
the financial services industry, for managing financial
portfolios for use by financial advisers, for wealth
management, asset management, fund management, investment
management, portfolio analytics, data management and
aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM); software as a service (SAAS) services featuring
software for aggregating financial service and market data
for use in the financial services industry, for managing
financial portfolios for use by financial advisers, for
wealth management, asset management, fund management,
investment management, portfolio analytics, data management
and aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM); cloud computing featuring software for aggregating
financial service and market data for use in the financial
services industry, for managing financial portfolios for use
by financial advisers, for wealth management, asset
management, fund management, investment management,
portfolio analytics, data management and aggregation, and
accounting, for reporting portfolio analytics, financial
goals, and financial objectives, and for client management
and customer relationship management (CRM); providing
temporary use of a non-downloadable web application for
aggregating financial service and market data for use in the
financial services industry, for managing financial
portfolios for use by financial advisers, for wealth
management, asset management, fund management, investment
management, portfolio analytics, data management and
aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM); providing non-downloadable software via a website for
aggregating financial service and market data for use in the
financial services industry, for managing financial
portfolios for use by financial advisers, for wealth
management, asset management, fund management, investment
management, portfolio analytics, data management and
aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM); providing temporary use of a web-based software
application for aggregating financial service and market
data for use in the financial services industry, for
managing financial portfolios for use by financial advisers,
for wealth management, asset management, fund management,
investment management, portfolio analytics, data management
and aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM)
Die Bezeichnungen wurden automatisch übersetzt. Übersetzung anzeigen