assisting financial institutions in making proper withholding tax elections to their depository, custodian, withholding agent, or another financial institution for income events (dividends, interest, and other corporate actions), all in the nature of tax advisory services

assisting financial institutions in making proper withholding tax elections to their depository, custodian, withholding agent, or another financial institution for income events (dividends, interest, and other corporate actions), all in the nature of tax payment processing services

Providing a web-based platform featuring on-line non-downloadable software that enables users to monitor income events (dividend, interest, and other corporate actions), identify tax and election opportunities on those events, and supporting those elections through a customized interface