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Goods & Services

Software for the financial-services industry, providing features and functions to facilitate sales, namely: asset management; customer-relationship management; data integration; sales-territory management; analytics, reporting, and visualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on asset, entity, and transaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-business, company, geography, and/or sales channel; providing a means to analyze, optimize, and realign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companies, offices, representatives, and support staff; providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-business, company, geography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profile, categorize, and track investors

Software-as-a-service ("SaaS") services for the financial-services industry, provided by way of non-downloadable software accessible on web-based and mobile platforms by way of a global computer network, namely: asset management; customer-relationship management; data integration; sales-territory management; analytics, reporting, and visualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on asset, entity, and transaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-business, company, geography, and/or sales channel; providing a means to analyze, optimize, and realign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companies, offices, representatives, and support staff; providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-business, company, geography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profile, categorize, and track investors

Management services for the financial-services industry, namely: asset management; customer-relationship management; data integration; sales-territory management; analytics, reporting, and visualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on asset, entity, and transaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-business, company, geography, and/or sales channel; providing a means to analyze, optimize, and realign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companies, offices, representatives, and support staff; providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-business, company, geography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profile, categorize, and track investors