Software as a service (SAAS) services featuring software for trust accounting, investments, and portfolio management, excluding for the management or tracking of employee time and expenses; Providing a web hosting platform for trust accounting, investments, and portfolio management, excluding for the management or tracking of employee time and expenses; Software as a service (SAAS) services featuring software for trust accounting, investments, and portfolio management, namely, software for tax accounting, performance measurement and reporting, portfolio rebalancing, fee calculation and processing, creating customizable workflows, contact resource management (CRM), and statement design and generation, all of the forgoing excluding for the management or tracking of employee time and expenses; Providing a web hosting platform for trust accounting, investments, and portfolio management, namely, a platform for tax accounting, performance measurement and reporting, portfolio rebalancing, fee calculation and processing, creating customizable workflows, contact resource management (CRM), and statement design and generation, all of the forgoing excluding for the management or tracking of employee time and expenses
Computer and Scientific