Software as a service (SAAS) services featuring software for organizing, tracking, maintaining, and reporting information regarding financial assets, investment holdings, business interests, tangible and intangible property, documents, records, and related information; Software as a service (SAAS) services, namely, hosting software for use by others for asset and wealth management organization, portfolio management, document retention, and associated compliance obligations

'asset':18,46 'associ':56 'busi':21 'complianc':57 'document':27,53 'featur':7 'financi':17 'hold':20 'host':39 'inform':15,31 'intang':25 'interest':22 'invest':19 'maintain':12 'manag':49,52 'name':38 'oblig':58 'organ':10,50 'other':44 'portfolio':51 'properti':26 'record':28 'regard':16 'relat':30 'report':14 'retent':54 'saa':5,36 'servic':4,6,35,37 'softwar':1,8,32,40 'tangibl':23 'track':11 'use':42 'wealth':48

Financial records management; Financial record-keeping for asset and wealth management, investments, business entities, and related documentation; Financial record-keeping for asset and wealth management, investments, business entities, and related documentation via the Internet

'asset':9,24 'busi':14,29 'document':18,33 'entiti':15,30 'financi':1,4,19 'internet':36 'invest':13,28 'keep':7,22 'manag':3,12,27 'record':2,6,21 'record-keep':5,20 'relat':17,32 'via':34 'wealth':11,26

AFFLUMEN

Owner

Goods & Services