ADVISOR EXCHANGE

Brand	Owner (click to sort)	Address	Description
ADVISOREXCHANGE	PREMIER HEALTHCARE ALLIANCE, LP	13034 Ballantyne Corporate Place Charlotte NC 28277	ADVISOR EXCHANGE;providing an online computer database in the field of health systems performance and patient satisfaction data;Medical information services, namely, acquiring, analyzing and furnishing clinical data for medical counseling purposes; providing an online computer database in the field of healthcare for clinical and operational comparative patient and syndrome information;providing an online computer database in the field of healthcare informatics; consulting services in the field of healthcare informatics;
ADVISORXCHANGE	MID ATLANTIC CAPITAL GROUP, INC.	1251 Waterfront Place, Suite 525 Pittsburgh PA 15222	ADVISOR EXCHANGE;Financial services, namely, providing financial management services and financial information to financial advisors, and providing information in the field of financial advisement over computer networks and global communication networks;Software as a service (SAAS) services featuring software for providing information and advice relating to financial products and services to financial advisors;
CHALICE ADVISOR EXCHANGE	Chalice Wealth Partners	930 S. Harbor City Blvd., Suite 302 Melbourne FL 32901	ADVISOR EXCHANGE;Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts;
	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.