CANOPY

Investment management services, namely management of fixed income separately managed accounts on behalf of registered investment advisors, utilizing proprietary computer software platforms to provide and calculate proprietary analytics, optimizations, and trade recommendations

Software as a service (SAAS) services featuring software to support the administration of fixed income separately managed accounts by registered investment advisors; Software as a service (SAAS) featuring computer software for management of fixed income separately managed accounts on behalf of registered investment advisors to provide and calculate proprietary analytics, optimizations, and trade recommendations