computer software for use in connection with providing financial advisors and broker-dealers the ability to view mutual fund and shareholder account information, perform account set-ups and maintenance, process financial transactions and allow interactive electronic interface

'abil':16 'account':23,26 'advisor':10 'allow':36 'broker':13 'broker-deal':12 'comput':1 'connect':6 'dealer':14 'electron':38 'financi':9,33 'fund':20 'inform':24 'interact':37 'interfac':39 'mainten':31 'mutual':19 'perform':25 'process':32 'provid':8 'set':28 'set-up':27 'sharehold':22 'softwar':2 'transact':34 'up':29 'use':4 'view':18

VISION

Owners

Goods & Services