INFUSE

Application service provider (ASP) featuring software for use use by others as a hub to access financial and investment advisory services, financial research, information and alerts, and financial reports, to manage, settle and provide oversight and control of financial accounts and portfolios, and to manage information related to data collection and storage, processing, and reporting; Platform as a service (PAAS) featuring computer software platforms for financial asset management, oversight, analysis and reporting, monitoring the reconciliation of financial accounts, and monitoring the purchase and sale of equities and to manage information and documentation related to corporate actions data collection and storage, data linkage, processing, workflow management, notice creation, account reporting, instruction, communications, and reporting, and for use by others as a hub to access financial and investment advisory services, financial research, information and alerts, and financial reports, to manage, settle and provide oversight and control of financial accounts and portfolios, and to manage information related to data collection and storage, processing, and reporting; Software as a service (SAAS) services featuring software for use by others as a hub to access financial and investment advisory services, financial research, information and alerts, and financial reports, to manage, settle and provide oversight and control of financial accounts and portfolios, and to manage information related to data collection and storage, processing, and reporting; Software as a service (SAAS) services, namely, hosting software for use by others for use financial asset management, oversight, analysis and reporting, monitoring the reconciliation of financial accounts, and monitoring the purchase and sale of equities and to manage information and documentation related to corporate actions data collection and storage, data linkage, processing, workflow management, notice creation, account reporting, instruction, communications, and reporting, and for use by others as a hub to access financial and investment advisory services, financial research, information and alerts, and financial reports, to manage, settle and provide oversight and control of financial accounts and portfolios, and to manage information related to data collection and storage, processing, and reporting