CUSTOMIZED RESEARCH REPORTS

Brand	Owner	Address	Description
KNOW THE DIFFERENCE SCORE	Annex Wealth Management	12700 West Bluemound Road, Suite 200 Elm Grove WI 53122	Customized research reports in the fields of financial and retirement planning, estate planning, investment management and tax reduction; score charts for displaying data in the fields of financial and retirement planning, estate planning, investment management and tax reduction;Financial planning; financial retirement plan consulting services; estate planning; fiduciary services, namely, fiduciary representative services; investment management services;Tax planning, advice, information and consultancy services relating to tax reduction;
	Where the owner name is not linked, that owner no longer owns the brand

Technical Examples

Sort-on-the-Fly/Search-on-the-Fly data retrieval or analysis provides an intuitive method and apparatus for accessing databases, allowing a user to access or obtain information about data in the database without having to know anything about the database structure. In embodiments, the thus obtained information is formatted according to a report template and is presented as a search report. In embodiments, the report template is saved so that subsequent search reports having a consistent format can be generated. The subsequent search reports represent the charging, dynamic content of the database. In embodiments, the search report is customized using fitters and plug-ins.