ADVISOR COMPLETE

Brand	Owner (click to sort)	Address	Description
ADVISORCOMPLETE	KESTRA FINANCIAL INC.	1250 CAPITAL OF TEXAS HIGHWAY SOUTH AUSTIN TX 78746	ADVISOR COMPLETE;PROVIDING ON-LINE SEARCHABLE AND CUSTOMIZABLE DATABASES FEATURING BUSINESS INFORMATION FOR USE BY FINANCIAL ADVISORS VIA A COMPUTER WORKSTATION;COMPUTER SERVICES, NAMELY, PROVIDING SEARCH PLATFORMS,TOGETHER WITH CONSULTATION AND SUPPORT THEREFOR, TO ALLOW FINANCIAL ADVISORS TO PROVIDE BUSINESS ASSISTANCE, MANAGEMENT AND INFORMATION VIA A COMPUTER WORKSTATION;
ADVISORCOMPLETE	NFP SECURITIES, INC.	1250 Capital of Texas Highway South Austin TX 78746	ADVISOR COMPLETE;PROVIDING ON-LINE SEARCHABLE AND CUSTOMIZABLE DATABASES FEATURING BUSINESS INFORMATION FOR USE BY FINANCIAL ADVISORS VIA A COMPUTER WORKSTATION;COMPUTER SERVICES, NAMELY, PROVIDING SEARCH PLATFORMS,TOGETHER WITH CONSULTATION AND SUPPORT THEREFOR, TO ALLOW FINANCIAL ADVISORS TO PROVIDE BUSINESS ASSISTANCE, MANAGEMENT AND INFORMATION VIA A COMPUTER WORKSTATION;
	Where the owner name is not linked, that owner no longer owns the brand

Technical Examples

An automated retirement plan manager manages the assets of an employee retirement benefits plan on behalf of an employer. The plan manager executes trades on investment vehicles based on instructions from an automated independent investment advisor. The advisor calculates a human capital for each plan participant based on data derived from the employer and from the participant through an interface, and based on that human capital calculation recommends an allocation of portfolio assets to the participant. This recommendation, once presented for review by and perhaps modified by the participant, becomes an instruction to the plan manager. As the participant ages his or her human capital is recalculated, and this is used to determine whether the participant's present portfolio type should now be switched to a more conservative one.