PORTFOLIO BI

computer software, namely, downloadable software utilizing business intelligence used for financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management

business assistance, business intelligence advisory and consulting services in the field of financial account reconciliation

financial management services, namely, business intelligence and financial project management and support of investment tracking; financial services, namely, master data management services

providing temporary use of online non-downloadable business intelligence software for use in the field of financial instrument trades tracking, financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management; data security consultancy, namely, master data management services