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Application service provider (ASP) featuring software for
use use by others as a hub to access financial and
investment advisory services, financial research,
information and alerts, and financial reports, to manage,
settle and provide oversight and control of financial
accounts and portfolios, and to manage information related
to data collection and storage, processing, and reporting;
platform as a service (PAAS) featuring computer software
platforms for financial asset management, oversight,
analysis and reporting, monitoring the reconciliation of
financial accounts, and monitoring the purchase and sale of
equities and to manage information and documentation related
to corporate actions data collection and storage, data
linkage, processing, workflow management, notice creation,
account reporting, instruction, communications, and
reporting, and for use by others as a hub to access
financial and investment advisory services, financial
research, information and alerts, and financial reports, to
manage, settle and provide oversight and control of
financial accounts and portfolios, and to manage information
related to data collection and storage, processing, and
reporting; software as a service (SAAS) services featuring
software for use by others as a hub to access financial and
investment advisory services, financial research,
information and alerts, and financial reports, to manage,
settle and provide oversight and control of financial
accounts and portfolios, and to manage information related
to data collection and storage, processing, and reporting;
software as a service (SAAS) services, namely, hosting
software for use by others for use financial asset
management, oversight, analysis and reporting, monitoring
the reconciliation of financial accounts, and monitoring the
purchase and sale of equities and to manage information and
documentation related to corporate actions data collection
and storage, data linkage, processing, workflow management,
notice creation, account reporting, instruction,
communications, and reporting, and for use by others as a
hub to access financial and investment advisory services,
financial research, information and alerts, and financial
reports, to manage, settle and provide oversight and control
of financial accounts and portfolios, and to manage
information related to data collection and storage,
processing, and reporting
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