ASCENDOS

Owner

Goods & Services

Providing temporary use of online non-downloadable software for manual and automated portfolio rebalancing, customer account opening, sub-advising being financial portfolio management, financial clearing, direct indexing of financial assets, data aggregation, customer relationship management, customer account management, appointment scheduling tools, transferring custody of digital assets, account interfacing, investment model selection, investment model evaluation, trading of securities, fee billing management, client prospecting in the nature of identifying and engaging potential customers, cash and funding management, trading execution management of securities, lending and borrowing of securities, financial asset and investment development tools, investment marketplace services in the nature of securities trading, securities trading engagement models, account money transfers, and real-time ledger services; Providing temporary use of online non-downloadable software for use as a business intelligence platform and financial trading order management system