THE LIGHTNING IN THE CLOUD

Software as a service (SAAS) services featuring software for for use by others to create and manage interactive custom web portals for financial advisors and their clients with content management capabilities supporting security, regulatory compliance, and integration with financial advisors' portfolio accounting system to provide proprietary secure electronic delivery of statements, interactive reports and charts, and client communications to clients, as-well-as interactive management-level data and reports for advisors and portfolio managers