FUNDRUNNER

Computer Software, namely, database management software software for managing financial and investment information of individual and institutional investors; for fund and individual account management, including performance, statistical, and qualitative profile reporting; for accredited/qualified investor and prospect profiling and tracking; for investor, prospect, and service provider communication tracking; for regulatory/ compliance management and document/task management systems; for web content management and secure balance/performance reporting

Investor relationship management services provided via the Internet in the field of finance, namely, for managing financial and investment information of individual and institutional investors, fund and individual account management, including performance, statistical, and qualitative profile reporting; for accredited/qualified investor and prospect profiling and tracking; for investor, prospect, and service provider communication tracking; for regulatory/compliance management and document/task management systems management; and for financial management and secure balance/performance reporting