RIA BLUEPRINT

Investment advisory services, namely, Registered Investment Advisor (RIA) services.

Temporary use of on-line non-downloadable computer software, web-based software applications, Platform as a Service (PaaS) featuring computer software platforms for use by financial professionals in the nature of providing technology, compliance and custodial solutions to support Registered Investment Advisors (RIAs); Software as a Service (SaaS) featuring software for use by financial professionals in the nature of providing technology, compliance and custodial solutions to support Registered Investment Advisors (RIAs).