Software as a service (SAAS) services featuring software using artificial intelligence (AI) for institutional portfolio management, fiduciary compliance documentation, and investment policy statement generation; cloud-based artificial intelligence platforms for institutional wealth managers.

'ai':12 'artifici':10,28 'base':27 'cloud':26 'cloud-bas':25 'complianc':18 'document':19 'featur':7 'fiduciari':17 'generat':24 'institut':14,32 'intellig':11,29 'invest':21 'manag':16,34 'platform':30 'polici':22 'portfolio':15 'saa':5 'servic':4,6 'softwar':1,8 'statement':23 'use':9 'wealth':33

Financial advisory and consultancy services, namely, financial advisory and consultancy services in the field of institutional portfolio management; fiduciary compliance documentation services for registered investment advisers, private banks, and family offices.

'advis':26 'advisori':2,8 'bank':28 'complianc':20 'consult':4,10 'document':21 'famili':30 'fiduciari':19 'field':14 'financi':1,7 'institut':16 'invest':25 'manag':18 'name':6 'offic':31 'portfolio':17 'privat':27 'regist':24 'servic':5,11,22

NEXUM FIDUCIA

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