Platform as a service (PAAS) featuring computer software platforms for providing financial services, namely, financial services and investment tools, financial planning tools, financial portfolio management tools, financial services and investment research tools, custodial services, and financial and investment-related administrative tools.

'administr':41 'comput':7 'custodi':33 'featur':6 'financi':12,15,20,23,27,36 'invest':18,30,39 'investment-rel':38 'manag':25 'name':14 'paa':5 'plan':21 'platform':1,9 'portfolio':24 'provid':11 'relat':40 'research':31 'servic':4,13,16,28,34 'softwar':8 'tool':19,22,26,32,42

Business strategy development services relating to providing financial services.

'busi':1 'develop':3 'financi':8 'provid':7 'relat':5 'servic':4,9 'strategi':2

SHAREHOLDERS SERVICE GROUP

Owner

Goods & Services