CUSTOMIZED TRADABLE FORMULA (CTF)

Owner

Goods & Services

Investment advisory services; investment services, namely, the creation of specific and thematic investments based on risk exposures, asset classes, events, sectors and social views selected by the creator; financial advisory and consultancy services, namely, providing algorithmic automated investing services, providing an algorithmic investing platform, and automated investment management services

Software as a service (SAAS) featuring software in the field of investment management, custom index development for investment products, and investment information and analysis; platform as a service (PAAS) featuring computer software interactive platforms for communicating and exchanging data and information, in relation to financial investing; platform as a service (PAAS) featuring computer software interactive platforms for communicating and exchanging data and information, to market, advertise, promote, distribute, and execute trading of investment products and to provide custody, clearing, executing and reporting capabilities in relation to the foregoing; platform as a service (PAAS) featuring computer software platforms for use in the field of financial services, namely, for investment product creation 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, for preparing financial reports, and for obtaining and transmitting financial information

Operating on-line marketplace for creators, distributors and investors of financial products