35
Compiling statistics, data and other sources of information for financial purposes; consulting services in the field of business analytics and customer relationship management (CRM); information and consultancy regarding the aforementioned services
36
Financial information services; financial research services; financial analysis services; financial consulting services; financial reports (preparation of -); financial analysis, namely, analyzing statistics, data and other sources of information for financial purposes; financial risk assessment services; financial risk management services; consulting services in the field of financial analytics and investment performance; information and consultancy regarding the aforementioned services
41
Business training services; training of financial personnel; educational services, namely, conducting workshops, seminars, and training sessions in the fields of business and financial analytics, investment performance, investment reporting, and customer relationship management; training related to business software, financial software and customer relationship management software; educational testing services; educational assessment services; analyzing educational tests scores and data for others; providing electronic publications, audio recordings and video recordings (not downloadable), all for educational and training purposes; information and consultancy regarding the aforementioned services
42
Design, development, programming, testing, maintenance, customization, hosting and rental of computer software for others; design, development, programming, testing, maintenance, customization, hosting and rental of computer databases for others; rental of computer servers and database servers; software as a service; platforms as a service; 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; 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; technical consulting services and technical support services regarding computer software and computer databases; data mining services; technical data analysis services; data visualization services; storing of data in electronic databases; data migration services; data security services; information and consultancy regarding the aforementioned services