ASI WEALTH MANAGER
Providing temporary use of on-line non-downloadable software for use by investment advisors to manage a client's financial…
Owned by: Advisor Software, Inc.
Serial Number: 77167414
PORTFOLIO REBALANCING SOLUTION
Providing temporary use of on-line non-downloadable software for use by investment advisors to rebalance a client's investment…
Owned by: Advisor Software, Inc.
Serial Number: 77242872
ASI PORTFOLIO FORECASTER
Financial forecasting
Owned by: Advisor Software, Inc.
Serial Number: 77544721
ASI PORTFOLIO ANALYSIS TOOL
Providing on-line non-downloadable software for purpose of analyzing an investor's investment portfolio
Owned by: Advisor Software, Inc.
Serial Number: 77645853
ASI SELF DIRECTED INVESTOR TOOL
Providing on-line non-downloadable software for use by individuals to analyze their investment portfolio
Owned by: Advisor Software, Inc.
Serial Number: 77647403
GOALGAMI SHAPE YOUR MONEY INTO YOUR DREAMS.
Providing temporary use of on-line non-downloadable software for financial planning
Owned by: Advisor Software, Inc.
Serial Number: 77722781
GOALGAMI
Providing temporary use of on-line non-downloadable software for financial planning
Owned by: Advisor Software, Inc.
Serial Number: 77760688
GOALGETTER
Computer software development in the field of financial planning
Owned by: Advisor Software, Inc.
Serial Number: 85413295
GOALGETTER
Design and development of computer software for financial planning
Owned by: Advisor Software, Inc.
Serial Number: 85418089
WEALTH MANAGEMENT CLOUD
Computer software for online analysis and management of business, personal and financial content in the field of financial…
Owned by: Advisor Software, Inc.
Serial Number: 86579419
WEALTH CLOUD
Computer software for online analysis and management of business, personal and financial content in the field of financial…
Owned by: Advisor Software, Inc.
Serial Number: 86579449
DIGITAL ADVISOR
Providing temporary use of on-line non-downloadable computer software for financial advisors, clients and prospective clients…
Owned by: Advisor Software, Inc.
Serial Number: 88101624
