Software as a service (SAAS) services, namely, hosting software for use by others to create and manage interactive custom portals for financial advisors with content management capabilities supporting security, regulatory compliance, and integration with that financial advisors' portfolio accounting system to provide electronic availability of statements and interactive reports and charts specifically designed for use by advisors of that firm

'account':39 'advisor':23,37,57 'avail':44 'capabl':27 'chart':51 'complianc':31 'content':25 'creat':15 'custom':19 'design':53 'electron':43 'financi':22,36 'firm':60 'host':8 'integr':33 'interact':18,48 'manag':17,26 'name':7 'other':13 'portal':20 'portfolio':38 'provid':42 'regulatori':30 'report':49 'saa':5 'secur':29 'servic':4,6 'softwar':1,9 'specif':52 'statement':46 'support':28 'system':40 'use':11,55

ADVISORVUE

Owner

Goods & Services