Downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, asset management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, customer-relationship management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, data integration; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, sales-territory management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analytics, reporting, and visualization; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, data security; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, mobile data access; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, sales-data management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, transaction validation services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, consolidating and correlating asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing and summarizing asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing and summarizing asset, entity, and transaction data by sales territory; Downloadable computer software for tracking transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, generating reports on asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, contact management services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, integrating third-party data with proprietary data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, client relationship management services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, cleansing sales data by detecting and removing duplicate data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, transaction reconciliation services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, summarizing asset, entity and sales data by way of dashboards and traditional reports; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, measuring sales-data details; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing market-share data by zip code and sales territory; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying competitive financial goods and services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying optimal office locations for new marketing campaigns; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, correlating incoming data with existing data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing sales data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, defining and applying territory- and channel-management rules; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, defining sales territories based on line-of-business, company, geography, and sales channel; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing, optimizing, and realigning sales territory boundaries; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing the potential effects of a realignment of sales-territory boundaries; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, providing a hierarchal view of relationships between companies, offices, representatives, and support staff; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, reading, transforming, and loading data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, manually reconciling transactions and other input that cannot be reconciled automatically; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, controlling how data is shared; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, assigning sales prospects using rules based on line-of-business, company, geography and sales channel; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, setting sales goals and track production against territory assignments; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying high-potential sales prospects and track campaign effectiveness downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, implementing an account-servicing workflow; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, profiling, categorizing, and tracking investors

Management services for the financial-services industry, namely, customer-relationship management; sales-territory management being sales management services; analytics and reporting being statistical analysis and reporting services for business purposes; sales-data management being sales management services; contact management services being customer relationship management; transaction reconciliation services being administration and reconciliation of accounts on behalf of others

analysis and summarizing of asset, entity, and transaction data being financial data analysis; analysis and summarizing of asset, entity, and transaction data by sales territory being financial data analysis; tracking transaction data being financial data analysis; correlating incoming data with existing data being financial data analysis

Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for asset management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for customer-relationship management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for data integration; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for sales-territory management, analytics, reporting, and visualization; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for data security; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for mobile data access; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for sales-data management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for transaction validation services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to consolidate and correlate asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze and summarize asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze and summarize asset, entity, and transaction data by sales territory; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to track transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to generate reports on asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for contact management services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to integrate third-party data with proprietary data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for client relationship management services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to cleanse sales data by detecting and removing duplicate data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for transaction reconciliation services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to explore and drill-down into sales-data details, being sales data analytics; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze market-share data by zip code and sales territory; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify competitive financial goods and services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify optimal office locations for new marketing campaigns; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to correlate incoming data with existing data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing tools to analyze sales data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to define and apply territory- and channel-management rules; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to define sales territories based on line-of-business, company, geography, and sales channel; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze, optimize, and realign sales territory boundaries; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze the potential effects of a realignment of sales-territory boundaries; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a hierarchal view of relationships between companies, offices, representatives, and support staff; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to control how data is shared; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to assign sales prospects using rules based on line-of-business, company, geography and sales channel; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to set sales goals and track production against territory assignments; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify high-potential sales prospects and track campaign effectiveness; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to implement an account-servicing workflow; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to profile, categorize, and track investors