ADVISOR SOLUTIONS

Brand	Owner (click to sort)	Address	Description
ADVIZOR SOLUTIONS	THE PURSUANT GROUP, INC.	Suite 1000 15660 N. Dallas Parkway Dallas TX 75248	ADVISOR SOLUTIONS;Computer software development in the field of business intelligence software;
APEX ADVISOR SOLUTIONS	Apex Clearing Corporation	Suite 1300 350 N. St. Paul Street Dallas TX 75201	ADVISOR SOLUTIONS;providing registered investment advisors with non-downloadable software for portfolio rebalancing, account opening, data aggregation, and taking custody of assets;
	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.