| Goods and Services | Providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; Providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; Providing temporary use of online non-downloadable interactive financial planning software; Providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; Platform as a service (PAAS) featuring computer software platforms for use in on-line trading of securities and portfolio management in the fields of financial services and investment services; Platform as a service (PAAS) featuring computer software platforms for advisors, asset and wealth managers, private banks and fund managers to digitize their financial and investment operations through the use of technology; Platform as a service (PAAS) featuring computer software platforms for client onboarding, namely, multi-factor authentication, centralized secure database, and profile management; Platform as a service (PAAS) featuring computer software platforms for distribution, namely, investor accreditation, displaying funds and deals, and auditable tracking of materials; Platform as a service (PAAS) featuring computer software platforms for transparent and seamless digital subscription, namely, digital subscription processing, track fundraising pipeline; and secure document depository; Platform as a service (PAAS) featuring computer software platforms for consolidated reporting and investor relations management, namely, monitoring investment performance, consolidated portfolio reporting, and automated notifications; Platform as a service (PAAS) featuring computer software platforms for structured and managed pooling of assets, namely, aggregating smaller investments, secondary liquidity, and reducing operational costs; Software as a service (SAAS) services comprised of computer software for use in on-line trading of securities and portfolio management in the fields of financial services and investment services; Software as a service (SAAS) services comprised of computer software for use in viewing fund tombstones, reviewing fund materials, tracking and viewing investor activity, fundraising pipeline, and investor suitability data in the fields of financial services and investment services; Software as a service (SAAS) services comprised of computer software for use in financial services, namely, financial restructuring services, and financial securities exchange services; Software as a service (SAAS) services comprised of computer software for use in investment services, namely, investment advisory services, investment banking services, and investment management services; Software as a service (SAAS) services comprised of computer software for use in advising and consulting in the fields of securities, finance, investments, brokering and mutual funds; Software as a service (SAAS) services comprised of computer software for use in automatic fund reporting, namely, providing customizable analytics and insights for investors; and Providing a website featuring on-line non-downloadable software that enables users to organize, secure, and transfer investor data to the fund administrator to comply with industry regulations in the fields of financial services and investments services |
