software as a service (SaaS) and online non-downloadable software, each for enabling the management of investment and financial portfolios, the communication between investors and investment managers, the exchange of investment and financial information between investors and investment managers, and the reporting of, access to, and review of investment and financial portfolio information

'access':45 'communic':23 'download':10 'enabl':14 'exchang':30 'financi':20,34,52 'inform':35,54 'invest':18,27,32,39,50 'investor':25,37 'manag':16,28,40 'non':9 'non-download':8 'onlin':7 'portfolio':21,53 'report':43 'review':48 'saa':5 'servic':4 'softwar':1,11

downloadable software and downloadable mobile application software, each for enabling the management of investment and financial portfolios, the communication between investors and investment managers, the exchange of investment and financial information between investors and investment managers, and the reporting of, access to, and review of investment and financial portfolio information

'access':41 'applic':6 'communic':19 'download':1,4 'enabl':10 'exchang':26 'financi':16,30,48 'inform':31,50 'invest':14,23,28,35,46 'investor':21,33 'manag':12,24,36 'mobil':5 'portfolio':17,49 'report':39 'review':44 'softwar':2,7

BAY POINT

Owners

Goods & Services