Filed Dec. 5, 2008

Serial No. 77627433

Registered March 27, 2012

Registration No. 4,118,882

Class Providing temporary use of on-line non-downloadable software for financial professionals for use in managing client accounts across multiple institutions through a web portal interface; Providing a website featuring on-line non-downloadable software that manages the user's financial information from a variety of financial institutions; Providing a website for financial professionals featuring on-line non-downloadable software that manages customer's financial accounts through performance reporting, operational workflow, and account aggregation; 100; 101