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Analyzing and compiling data for measuring the performance of financial markets; Connecting buyers and sellers of financial assets; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Financial records management; Preparing financial reports for others; Promotion of financial and insurance services, on behalf of third parties; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof