EMBEDDED

Owner

Goods & Services

downloadable software development kits (SDK); downloadable software development kits (SDK) for securities clearing and custody services, for account management and statementing, for order execution including whole and fractions of securities, for facilitating the transfer and clearing of cash and securities transactions, for settlement and custody of cash and securities, for tax preparation, for proxy voting and investor communications, and for related services for broker-dealers, registered investment advisors, banks, and trust companies

software-as-a-service (SaaS) services featuring software for securities clearing and custody services, for account management and statementing, for order execution including whole and fractions of securities, for facilitating the transfer and clearing of cash and securities transactions, for settlement and custody of cash and securities, for tax preparation, for proxy voting and investor communications, and for related services for broker-dealers, registered investment advisors, banks, and trust companies

financial services, namely, securities clearing and custody services, account management and statementing, order execution including whole and fractions of securities, facilitating the transfer and clearing of cash and securities transactions, settlement and custody of cash and securities, tax preparation, proxy voting and investor communications, and related services for broker-dealers, registered investment advisors, banks, and trust companies