Software as a service (SAAS) services featuring software for accounting, investment compliance, investment portfolio risk and performance analytics

'account':10 'analyt':18 'complianc':12 'featur':7 'invest':11,13 'perform':17 'portfolio':14 'risk':15 'saa':5 'servic':4,6 'softwar':1,8

Financial services, namely, financial investment reporting and monitoring services provided via internet-based or cloud-based software technology

'base':14,18 'cloud':17 'cloud-bas':16 'financi':1,4 'internet':13 'internet-bas':12 'invest':5 'monitor':8 'name':3 'provid':10 'report':6 'servic':2,9 'softwar':19 'technolog':20 'via':11

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