Financial consulting services, namely, providing financial advice and investment management support to independent investment advisors

'advic':7 'advisor':15 'consult':2 'financi':1,6 'independ':13 'invest':9,14 'manag':10 'name':4 'provid':5 'servic':3 'support':11

Software as a Service (SaaS) services featuring software to provide users with software tools to view client financial assets and to manage client liquidity sources, investments, financial accounts, and asset gathering; providing temporary use of online non-downloadable software to enable the integration of transactional and financial information and functionality into other software and platforms

'account':28 'asset':19,30 'client':17,23 'download':39 'enabl':42 'featur':7 'financi':18,27,48 'function':51 'gather':31 'inform':49 'integr':44 'invest':26 'liquid':24 'manag':22 'non':38 'non-download':37 'onlin':36 'platform':56 'provid':10,32 'saa':5 'servic':4,6 'softwar':1,8,13,40,54 'sourc':25 'temporari':33 'tool':14 'transact':46 'use':34 'user':11 'view':16

FISPOKE

Owners

Goods & Services