Software as a service (SAAS) services, namely, hosting software for use by others for use to create and manage interactive custom web portals for financial advisors and their clients with content management capabilities supporting security, regulatory compliance, and integration with financial advisors? portfolio accounting system to provide secure electronic delivery of statements, interactive reports and charts, and client communications

'account':44 'advisor':26,42 'capabl':33 'chart':56 'client':29,58 'communic':59 'complianc':37 'content':31 'creat':17 'custom':21 'deliveri':50 'electron':49 'financi':25,41 'host':8 'integr':39 'interact':20,53 'manag':19,32 'name':7 'other':13 'portal':23 'portfolio':43 'provid':47 'regulatori':36 'report':54 'saa':5 'secur':35,48 'servic':4,6 'softwar':1,9 'statement':52 'support':34 'system':45 'use':11,15 'web':22

WEALTH[PORT]

Owner

Goods & Services