ASCENDOS

The provision of non-downloadable software for manual and automated portfolio rebalancing, account opening, sub-advising, financial clearing, direct indexing, data aggregation, customer relationship management, customer account management, scheduling tools, taking custody of assets, account interfacing, investment model selection, investment model evaluation, trading, fee billing management, client prospecting, business intelligence platform, cash and funding management, trading order management system, trading execution management, corporate actions processing, lending and borrowing of securities, development tools, investment marketplace services, trading engagement models, account transfers, real-time ledger services.