PARTNERCONNECT

Providing temporary use of on-line non-downloadable software and applications for managing financial data, records, and funds, financial recordkeeping, financial planning processes, client information and data, and client onboarding and retention; Software as a service (SAAS) services, namely, hosting software for use by others for managing financial data, records, and funds, financial recordkeeping, financial planning processes, client information and data, and client onboarding and retention; Platform as a service (PAAS) featuring computer software platforms for managing financial data, records, and funds, financial recordkeeping, financial planning processes, client information and data, and client onboarding and retention