Providing temporary use of cloud-based non-downloadable financial management software that features an administrative desktop with an enhanced CRM function, investment accounting repository and a financial reporting engine for use by the financial industry, namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, in the management of investments, taxes, philanthropic activities and trusts

'account':25 'activ':65 'administr':17 'advisor':51 'bank':52 'base':7 'cloud':6 'cloud-bas':5 'compani':40 'crm':22 'desktop':18 'download':10 'engin':31 'enhanc':21 'famili':42,46 'featur':15 'financi':11,29,36,50 'firm':57 'function':23 'independ':49 'industri':37 'invest':24,62 'law':56 'manag':12,60 'multi':45 'multi-famili':44 'name':38 'non':9 'non-download':8 'offic':43,47 'philanthrop':64 'provid':1 'regist':48 'report':30 'repositori':26 'singl':41 'softwar':13 'tax':63 'temporari':2 'trust':39,67 'use':3,33 'well':54

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