98366243
Jan 19, 2024
Financial record-keeping for investors and investment managers regarding investment portfolios in the field of trade processing, settlement, reconciliation, and pricing; all of the foregoing provided to asset managers and investment advisors
Advertising and BusinessFinancial portfolio analysis services, namely, calculating the weight or number of portfolio holdings necessary to bring a portfolio into alignment with an approved model; Financial administration of investment portfolios; all of the foregoing provided to asset managers and investment advisors
Insurance and FinancialInstallation, maintenance and repair of computer hardware; IT consulting services relating to installation, maintenance and repair of computer hardware
Building Construction and RepairProviding online, non-downloadable software to be used by investment advisors and asset managers for investment portfolio management, investment risk management, investment model development and delivery, and investment portfolio accounting; Computer software design and development; Installation, maintenance and repair of computer software; IT consulting services relating to installation, maintenance and repair of computer software; Technology consulting in the field of cybersecurity; all of the foregoing provided to asset managers and investment advisors
Computer and ScientificRegulatory compliance consulting in the field of investment management; Regulatory compliance consulting through advice on the development and implementation of internal controls for regulatory compliance purposes in the field of investment management
Personal