D1G1T

Owners

Goods & Services

Software as a service (SAAS) services featuring enterprise-wide software for use by wealth management firms, institutional investment advisory firms, and Registered Investment Advisors (RIAs) in the fields of wealth financial planning and investment advisory services for the purpose of providing advisory services and investment advice, portfolio management and trading, and information on an investor's financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks; Software as a service (SAAS) services featuring enterprise-wide software for use by wealth management firms, institutional investment advisory firms, and Registered Investment Advisors (RIAs) in the fields of wealth management, financial analytics, financial portfolio management and risk management for the purpose of managing client's financial portfolios to provide wealth management, financial analytics, portfolio management, and financial risk management advice and information on their client's investment financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks; Platform as a service (PAAS) featuring enterprise-wide computer software platforms for use by wealth management firms, institutional investment advisory firms, and Registered Investment Advisors (RIAs) in the fields of financial planning and investment advisory services for the purpose of providing advisory services and investment advice, portfolio management and trading, and information on an investor's financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks; Platform as a service (PAAS) featuring enterprise-wide computer software platforms in the fields of fields of wealth management, financial analytics, financial portfolio management and risk management for the purpose of managing client's financial portfolios to provide wealth management, financial analytics, portfolio management, and financial risk management advice and information on their client's investment financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks

Downloadable enterprise-wide computer software for use by wealth management firms to provide advisory services and investment advice, portfolio management and trading, and information based on an investor's financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks; Downloadable computer software for use by wealth management firms, institutional investment advisory firms, and Registered Investment Advisors (RIAs) for the purpose of managing clients' financial portfolios to provide wealth management, financial analytics, portfolio management, and financial risk management advice and information on their client's investment financial goals, risk tolerance, and their portfolios' past performance, present exposures and future risks