computer software, namely, downloadable software used for financial portfolio management, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management

business assistance, advisory and consulting services in the field of financial account reconciliation

financial management services, namely, financial project management and support of investment tracking

performing accounting software upgrades and software maintenance and technical support services, namely, troubleshooting of computer software problems; providing temporary use of online non-downloadable software for use in the field of financial instrument trades tracking