Application service provider (ASP) featuring software for use in securities investment research, monitoring and management; Providing on-line non-downloadable computer software for money management, monitoring of portfolio performance, and/or securities trading management, all for use by financial institutions

'and/or':32 'applic':1 'asp':4 'comput':23 'download':22 'featur':5 'financi':40 'institut':41 'invest':11 'line':19 'manag':15,27,35 'money':26 'monitor':13,28 'non':21 'non-download':20 'on-lin':17 'perform':31 'portfolio':30 'provid':3,16 'research':12 'secur':10,33 'servic':2 'softwar':6,24 'trade':34 'use':8,38

Financial services, namely, monitoring of portfolio performance for institutional investors and others

'financi':1 'institut':9 'investor':10 'monitor':4 'name':3 'other':12 'perform':7 'portfolio':6 'servic':2

INDATA IPM PORTFOLIO ARCHITECT AI

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