Financial services-namely, investment consulting, portfolio management; Trust advisory, consultation, and money management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk managemen...

Providing temporary use of cloud-based non-downloadable financial management software that features an administrative desktop with an enhanced CRM function, investment accounting repository and a financial reporting engine for use by the financial industry, namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, in the management of investments, taxes, philanthropic activities and trusts

Providing temporary use of cloud-based non-downloadable financial management software that features an administrative desktop with an enhanced CRM function, investment accounting repository and a financial reporting engine for use by the financial industry, namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, in the management of investments, taxes, philanthropic activities and trusts