ADVISOR360, LLC

1-CLICK REVIEW

ONE-CLICK REVIEW;Providing an investment advisory database to financial advisors for the purpose of review and generation of consolidated, household financial reports in the field of stocks, securities and financial planning, none of the foregoing being related to consumer payments;REVIEW;

ADVICE360

ADVICE THREE HUNDRED SIXTY;Providing securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, and other authorized persons;

ADVISOR360

PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS;ADVISOR 360;PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION;

CLIENT360

CLIENT 360;PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS;PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION;

PORTFOLIO TODAY

PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS; PROVIDING INDEXED AND CLASSIFIED FINANCIAL MARKET INFORMATION, SECURITIES QUOTES, FINANCIAL NEWS STORIES AND PROFESSIONAL FINANCIAL REFERENCE MATERIALS ON A LIMITED BASIS TO SECURITIES BROKERS, ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS;PORTFOLIO;

PRACTICE360

PRACTICE THREE HUNDRED SIXTY;Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives; providing financial and investment information; providing financial asset management; financial advisory and consultancy services;Providing temporary use of non-downloadable computer software by authorized securities brokers, account representatives, and advisors for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings, financial positions, and financial plans, and for conducting all client-based workflow from one central location; providing temporary use of non-downloadable computer software for use as financial analytical and planning tools;

WEALTHGUIDE

WEALTH GUIDE;Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives;Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients' holdings and financial positions, and for conducting all client-based workflow, client-related communications management, and client-related task scheduling from one central location;

YOUR COMPLETE FINANCIAL LIFE

PROVIDING CLIENT SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A SECURE BASIS TO SUBSCRIBING CLIENTS;PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE FOR VIEWING CLIENT ACCOUNT DATA TO FACILITATE CLIENTS' ANALYSES OF HOLDINGS AND FINANCIAL POSITIONS; PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE TO CLIENTS FOR VIEWING AND ANALYZING FINANCIAL-BASED DATA;