42 Automated fiduciary account management systems in the form of trading automation systems, namely, providing software as a service (SaaS) services featuring software that enables the automatic generation of trades; providing online non-downloadable software for investment compliance and financial advisory compliance; providing online non-downloadable software to enable the creation and generation of investment advisory educational and marketing materials and content; providing online non-downloadable software, namely, communication tools for use between financial and investment advisors and investors; providing online non-downloadable software for the compilation and generation of reports relating to investment compliance, financial advisory compliance, financial risk assessment, financial investment analysis, financial information, investment information, and investment research; providing software as a service (SaaS) services featuring software for use as an application programming interface (API) for data analysis and transfer; customizing computer software
Trademark: 97922386
