Platform as a service (PAAS), namely, providing a wealth management software platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM)

'advisor':15 'client':23 'crm':36 'custom':33 'financi':14 'inform':24 'integr':19 'invest':26 'manag':10,17,22,35 'measur':28 'name':6 'paa':5 'perform':27 'platform':1,12 'provid':7,25,30 'relationship':34 'servic':4 'softwar':11 'store':20 'tool':31 'wealth':9

Financial services, namely, providing an online wealth management portal for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM)

'advisor':12 'client':20 'crm':33 'custom':30 'financi':1,11 'inform':21 'integr':16 'invest':23 'manag':8,14,19,32 'measur':25 'name':3 'onlin':6 'perform':24 'portal':9 'provid':4,22,27 'relationship':31 'servic':2 'store':17 'tool':28 'wealth':7

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