MODULAR COMPREHENSIVE FINANCIAL PLANNING

Brand	Owner	Address	Description
GAMMA WEALTH MANAGEMENT	Gamma Wealth Management	Apartment G28 20 Lambourne Road Towson MD 21204	Modular and comprehensive financial planning; Investment advisory services;WEALTH MANAGEMENT;
	Where the owner name is not linked, that owner no longer owns the brand

Technical Examples

Accounting and financial analyses are performed for an investment portfolio to produce comprehensive reports on the performance and/or current real net worth of this investment portfolio. These reports are generated in response to a user request that is received over the Internet based on automatically based on security price data retrieved from a real-time security price reporting service and transaction records of the investment portfolio that are retrieved from one or more of the user's trading accounts that are kept at different financial institutions. As a result, a single financial report that is representative of the collective performance of different accounts in different financial institutions can be generated.