42 Software as a service (SAAS) services in the nature of an online, non-downloadable information delivery, transaction management and reporting software platform that enables individual investors, financial advisors and wealth intermediaries to manage alternative investments through the investment lifecycle; software as a service (SAAS) services in the nature of an online, non-downloadable information delivery, transaction management and reporting software platform that enables individual investors, financial advisors and wealth intermediaries to discover, research, analyze, execute, trade, and settle alternative investments; software as a service (SAAS) services in the nature of an online, non-downloadable information delivery, transaction management and reporting software platform that provides individual investors, financial advisors and wealth intermediaries with access to interactive tools for analyzing and modeling alternative investment portfolios, forecasting and projecting risks, income and liquidity associated with alternative investments, automating financial advisor permissions and alerts, preparing trade proposals, presentations, and marketing materials for alternative investments, generating, reviewing and signing documents associated with the trading of alternative investments, and post-trade cash processing and tax, performance, risk, regulatory and self reporting associated with alternative investments; software as a service (SAAS) services in the nature of an online, non-downloadable information delivery, transaction management and reporting software platform that enables individual investors, financial advisors and wealth intermediaries to access financial information and educational resources in the field of alternative investments; software as a service (SAAS) services in the nature of an online, non-downloadable information delivery, transaction management, and reporting software platform that provides individual investors, financial advisors and wealth intermediaries with access to personalized financial news and curated investment options and strategies in the field of alternative investments; software as a service (SAAS) services in the nature of an online non-downloadable information delivery, transaction management and reporting software platform that enables individual investors, financial advisors and wealth intermediaries to monitor the progress of client and investment onboarding in the field of alternative investments
Trademark: 98675286
