Infrastructure as a service (IAAS) services, namely, hosting software servers for use by others, and hosting software for client relationship management (CRM), cyber security, regulatory compliance and reporting, client management, employee management, productivity tracking, and for use with professional service applications, namely, financial planning, trading, accounting, portfolio rebalancing, tax planning, tax preparation, providing financial information tools, and providing financial res...

Consulting and design services in the field of information technology for small to mid-sized financial services businesses, namely, computer system design services; computer network infrastructure design; technical support services for small to mid-sized financial services businesses, namely, troubleshooting in the nature of diagnosing computer hardware and software problems; computer services for small to mid-sized financial services businesses, namely, computer system administration; remote...

Consulting and design services in the field of information technology for small to mid-sized financial services businesses, namely, computer system design services; computer network infrastructure design; technical support services for small to mid-sized financial services businesses, namely, troubleshooting in the nature of diagnosing computer hardware and software problems; computer services for small to mid-sized financial services businesses, namely, computer system administration; remote...

Software and storage solutions in the nature of protect against cyber-attacks and to provide increased productivity, maintain regulatory compliance standards and regulatory audit support, proactive documentation to address SEC guidelines and various other industry regulations or requirements, network risk assessment, antivirus, patch management, vulnerability scanning, data loss prevention process; software and storage solutions to allow for remote access of all data, tools and applications