M

Owner

Goods & Services

Application service provider (ASP) featuring software for use in trust accounting; Software as a service (SAAS) services featuring software for financial portfolio management, investment modeling, asset rebalancing, and financial proposal generation; Software as a service (SAAS) services featuring software for client relationship management (CRM) and task based financial workflows; Software as a service (SAAS) services featuring software for risk management, account review, and regulatory compliance monitoring; Providing temporary use of on-line non-downloadable software for electronic document management and secure database storage; Computer services, namely, cloud hosting provider services; Providing temporary use of on-line non-downloadable cloud computing software for trust accounting and wealth management software applications; Providing temporary use of a non-downloadable web application for electronic document management services, namely, scanning, indexing, organizing, and managing financial and trust documents

Business risk management; Business risk management consultation; Business administration; Business administration services in the field of trust management for trust departments and financial institutions; Business consultancy relating to regulatory compliance; Business consultancy relating to risk and regulatory compliance management

Providing an Internet website portal featuring financial appraisal data for securities pricing, mutual funds, equities, and fixed income securities; Financial trust administration; Trust management accounts; Financial risk management; Financial risk management consultation