42 Software as a service (SAAS) services featuring software for trust accounting, investments, and portfolio management; Providing a web hosting platform for trust accounting, investments, and portfolio management; Software as a service (SAAS) services featuring software for trust accounting, investments, and portfolio management, namely, software for tax accounting, performance measurement and reporting, portfolio rebalancing, fee calculation and processing, creating customizable workflows, contact resource management (CRM), and statement design and generation; Providing a web hosting platform for trust accounting, investments, and portfolio management, namely, a platform for tax accounting, performance measurement and reporting, portfolio rebalancing, fee calculation and processing, creating customizable workflows, contact resource management (CRM), and statement design and generation
Trademark: 98150709
