Software as a service (SAAS) services featuring software for services featuring non-downloadable software for use by financial advisors, portfolio managers, and institutional investors in financial portfolio construction and management, investment strategy selection, trade order management, tax-lot accounting, portfolio rebalancing, multi-custodial trade execution, and generation of portfolio performance and compliance reports, all delivered through a unified managed account (UMA) platform integrating advisor and client interfaces and trading systems.

'account':41,63 'advisor':20,67 'client':69 'complianc':55 'construct':29 'custodi':46 'deliv':58 'download':14 'execut':48 'featur':7,11 'financi':19,27 'generat':50 'institut':24 'integr':66 'interfac':70 'invest':32 'investor':25 'lot':40 'manag':22,31,37,62 'multi':45 'multi-custodi':44 'non':13 'non-download':12 'order':36 'perform':53 'platform':65 'portfolio':21,28,42,52 'rebalanc':43 'report':56 'saa':5 'select':34 'servic':4,6,10 'softwar':1,8,15 'strategi':33 'system':73 'tax':39 'tax-lot':38 'trade':35,47,72 'uma':64 'unifi':61 'use':17

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