Providing temporary use of on-line, non-downloadable software for risk management, automating personal securities trading, tracking gifts for tax purposes, managing adherence to brokerage firm affirmations and managing compliance cases

'adher':25 'affirm':29 'autom':15 'brokerag':27 'case':33 'complianc':32 'download':10 'firm':28 'gift':20 'line':7 'manag':14,24,31 'non':9 'non-download':8 'on-lin':5 'person':16 'provid':1 'purpos':23 'risk':13 'secur':17 'softwar':11 'tax':22 'temporari':2 'track':19 'trade':18 'use':3

Database management software for risk management, automating personal securities trading, tracking gifts for tax purposes, managing adherence to brokerage firm affirmations and managing compliance cases

'adher':17 'affirm':21 'autom':7 'brokerag':19 'case':25 'complianc':24 'databas':1 'firm':20 'gift':12 'manag':2,6,16,23 'person':8 'purpos':15 'risk':5 'secur':9 'softwar':3 'tax':14 'track':11 'trade':10

MANAGE RISK, NOT PAPER

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