B

Owners

Goods & Services

Software as a service (SaaS) services featuring software for municipalities, financial advisors and paying agents to create and share electronic debt service payment books, upload continuing disclosure documents for filings, and provide financial data; Software as a service (SaaS) services featuring software for payment reconciliation; Providing temporary use of non-downloadable, cloud-based computer programs for calculating amounts related to fixed income modeling and scenarios

Financial services, namely, investment advisory and investment management services for municipalities and financial advisors

Transparency and regulatory compliance services, namely, financial record-keeping for regulatory compliance purposes, specifically relating to compliance with customer, industry and regulatory obligations