RIA BLUEPRINT

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

Providing temporary use of on-line non-downloadable computer software, web-based software applications, and platform as a service (PaaS) services featuring computer software platforms, all for use by financial professionals, specifically for providing technological assistance, compliance guidance and custodial solutions to support Registered Investment Advisors (RIAs); software as a service (SaaS) featuring software for use by financial professionals, specifically for providing technological assistance, compliance guidance and custodial solutions to support Registered Investment Advisors (RIAs).