Software as a service (SAAS) services featuring software for secure API-based integration between external systems, automated transmission, transformation, and conversion of structured data files, including ETL (extract, transform, load) processes, and the grouping, analysis, and visual display of data through analytics dashboards, as well as enterprise resource planning (ERP) functions such as financial data synchronization, reporting, and operational workflow automation.

Financial risk management consulting services, namely, providing customizable/tailored financial risk measurement and financial reporting advisory services; financial forecasting, namely, financial portfolio performance simulation and cash flow forecasting; working capital optimization services, namely, providing financial advice regarding working capital