Platform as a service (PAAS) featuring computer software platforms for Tax wrapper administration, regulatory recordkeeping, portfolio management, client communications, account management, payments, data aggregation, data management, fee computation, billing, financial illustrations, financial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger management, trade aggregation, portfolio rebalanci...

Downloadable computer software for aggregating financial service and market data for use in the financial services industry; Downloadable computer software for managing financial portfolios for use by financial advisers; Downloadable computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; Downloadable computer software for reporting portfolio analytics, financial goals, and financi...

Financial information provided by electronic means in the field of investing and trading; Financial investment analysis and stock research; Global investment research services; Monitoring financial markets for investment purposes; Providing information and research in the field of finance and financial investments; Providing information on trading options and on profiting from the time delay of options