OPENSMA

Owners

Goods & Services

Providing temporary use of on-line non-downloadable computer software for middle and back office support functions, namely, use of computer software for use in opening and maintenance of financial/investment accounts, document imaging and archival, workflow management, financial portfolio creation, creation of financial models, account maintenance, account tax and restriction management, and blocking and executing automated trades, for use by the financial and investment industries, particularly, by managed account asset managers

Financial services, namely, asset acquisition, consultation, development and asset management services provided by managed account asset mangers as used to provide middle and back office support in the form of account opening and maintenance, document imaging and archival, workflow management, portfolio manufacturing, modeling, maintenance, tax and restriction management and blocking and executing trades