CLIENT ONB

Providing online non-downloadable workflow management software; Providing online non-downloadable software for compiling and organizing business intelligence; Providing a website featuring non-downloadable software for managing financial data, records, funds, financial recordkeeping, financial planning processes, client information and data, conflict checks and due diligence for client onboarding and retention.; Providing online non-downloadable computer software platforms for managing financial data, records, funds, financial recordkeeping, financial planning processes, client information and data, conflict checks and due diligence for client onboarding and retention.; Software as a service (SAAS) services in the nature of hosting cloud-based software of others; Software as a service (SAAS) services featuring software for use by others for managing financial data, records, funds, financial recordkeeping, financial planning processes, client information and data, conflict checks and due diligence for client onboarding and retention.; Software as a service (SAAS) services, namely, hosting software for use by others for managing financial data, records, funds, financial recordkeeping, financial planning processes, client information and data, conflict checks and due diligence for client onboarding and retention.; Platform as a service (PAAS) featuring computer software platforms for managing financial data, records, funds, financial recordkeeping, financial planning processes, client information and data, conflict checks and due diligence for client onboarding and retention.; Application service provider (ASP), namely, hosting computer software applications of others; Application service provider (ASP) featuring software for use for managing financial data, records, funds, financial recordkeeping, financial planning processes, client information and data, conflict checks and due diligence for client onboarding and retention.; Providing on-line non-downloadable software for managing financial data, records, funds, financial recordkeeping, financial planning processes, client information and data, conflict checks and due diligence for client onboarding and retention.