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Cloud computing featuring software for use in aggregating
financial service and market data for use in the financial
services industry, for managing financial portfolios for use
by financial advisers, for wealth management, asset
management, fund management, investment management,
portfolio analytics, data management and aggregation, and
accounting, for reporting portfolio analytics, financial
goals, and financial objectives, and for client management
and customer relationship management (CRM); platform as a
service (PAAS) featuring computer software platforms for
aggregating financial service and market data for use in the
financial services industry, for managing financial
portfolios for use by financial advisers, for wealth
management, asset management, fund management, investment
management, portfolio analytics, data management and
aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM); providing temporary use of a non-downloadable web
application for aggregating financial service and market
data for use in the financial services industry, for
managing financial portfolios for use by financial advisers,
for wealth management, asset management, fund management,
investment management, portfolio analytics, data management
and aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM); providing temporary use of a web-based software
application for aggregating financial service and market
data for use in the financial services industry, for
managing financial portfolios for use by financial advisers,
for wealth management, asset management, fund management,
investment management, portfolio analytics, data management
and aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM); providing temporary use of on-line non-downloadable
software for aggregating financial service and market data
for use in the financial services industry, for managing
financial portfolios for use by financial advisers, for
wealth management, asset management, fund management,
investment management, portfolio analytics, data management
and aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM); providing online non-downloadable software for
aggregating financial service and market data for use in the
financial services industry, for managing financial
portfolios for use by financial advisers, for wealth
management, asset management, fund management, investment
management, portfolio analytics, data management and
aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM) via a website; software as a service (SAAS) services
featuring software for aggregating financial service and
market data for use in the financial services industry, for
managing financial portfolios for use by financial advisers,
for wealth management, asset management, fund management,
investment management, portfolio analytics, data management
and aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM)
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