First Rate, Inc.

ACE

Financial services, namely, providing data to financial managers for creating investment and management reports, performance reports, presentations and compliance reports;AUTOMATED COMPOSITE ENGINE;Non-downloadable software for providing data to financial managers for creating investment and management reports, performance reports, presentations and compliance reports;

ARTIE

Analyzing and compiling business data; providing business information, also via internet, the cable network or other forms of data transfer; providing business information; data processing services in the fields of media usage, economic performance, and commercial analytics; Business records management services, namely, extracting and classifying documents pertaining to filings with federal government agencies; business monitoring and consulting services, namely, tracking web sites, financial data, and regulatory filings of others to provide strategy, insight, marketing, sales, operation, and product design services, particularly specializing in the use of analytic and statistic models for the understanding and predicting of consumers, businesses, and market trends and actions; electronic data collection and analytics services for business purposes; analysis of market research data and statistics; business monitoring and consulting services, namely, aggregating and analyzing custodian statements, legal contracts, financial statements, email correspondence, and other legal documents and commercial publications for business auditing purposes; administration, billing and reconciliation of accounts on behalf of others; business research services; and business organization and management consulting in the areas of artificial intelligence and machine learning;

DAAS

Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial consulting services in the field of financial analytics and investment performance;Platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); Computer software design for others and design of software for others that is accessible online; Computer software consulting services in the field of business and financial analytics, investment performance, and customer relationship management (CRM); Application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; Application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; Software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; Application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; Software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; Software as a service (SaaS) services featuring software for creating customized reports on investment performance; Software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; Software as a service (SaaS) services featuring software for aggregating data on financial performance; Software as a service (SaaS) services featuring software for billing and collections management; Software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; Software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; Software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector;

FIRST RATE ADVISOR

Computer software, namely, software for personalized investment performance measurement and attribution analysis reports and graphs; investment performance reporting; and performance analysis tools for various portfolios, namely, tools to calculate, audit, monitor and report on investment portfolios;ADVISOR;

FIRST RATE INVESTOR

Computer software, namely, software for personalized investment performance measurement and attribution analysis reports and graphs; investment performance reporting; and performance analysis tools for various portfolios, namely, tools to calculate, audit, monitor and report on investment portfolios;INVESTOR;

FIRST RATE INVESTOR

Computer software, namely, software for personalized investment performance measurement and attribution analysis reports and graphs; software for investment performance reporting; computer software used to calculate, audit, monitor and generate reports on financial data in investment portfolios;INVESTOR;

FIRST RATE INVESTOR

Providing a web site featuring temporary use of non-downloadable software for investment performance measurement and analysis, namely, performance reporting, monitoring and evaluation of investment portfolios;

FIRST RATE SNAPSHOT

Computer software, namely, software for personalized investment performance measurement and attribution analysis reports and graphs; investment performance reporting; performance analysis tools for various portfolios, namely, tools to calculate, audit, monitor and report on investment portfolios;FIRST RATE SNAP SHOT;

FIRST RATE, INC.

1ST RATE INCORPORATED;INC.;computer software design for others and design of on-line access for others;