Software as a service (SAAS) services, namely, hosting software for use by others for for registered investment advisors used for automating servicing functions including client onboarding/servicing, asset onboarding/servicing, and compliance document delivery.

'advisor':18 'asset':27 'autom':21 'client':25 'complianc':30 'deliveri':32 'document':31 'function':23 'host':8 'includ':24 'invest':17 'name':7 'onboarding/servicing':26,28 'other':13 'regist':16 'saa':5 'servic':4,6,22 'softwar':1,9 'use':11,19

ONBORD

Owner

Goods & Services