CHARLES RIVER

Owners

Goods & Services

Downloadable computer software for use in the field of financial services, namely, software for financial risk management, for investment portfolio construction and management, for trade order and execution management, for clearing and settlement of financial transactions, for tracking and monitoring compliance with laws, regulations and internal guidelines, for financial records management, for conducting financial analyses, for administration of investment accounts, for accounting, for data management in the field of financial services, for conducting financial research, and for preparing financial reports

Software as a service (SAAS) services featuring software for use in the field of financial services, namely, software for financial risk management, for investment portfolio construction and management, for trade order and execution management, for clearing and settlement of financial transactions, for tracking and monitoring compliance with laws, regulations and internal guidelines, for financial records management, for conducting financial analyses, for administration of investment accounts, for accounting, for data management in the field of financial services, for conducting financial research, and for preparing financial reports