Downloadable computer software for collateral management, namely, for providing messaging, data analysis, and data calculation tools related to multi-level integrated views on counterparty relationships and exposures, for providing reporting and tracking of margin and collateral agreements and margin calls through workflows, for calculating margins and collateral requirements, for facilitating communications and transactions between users' email, spreadsheets and PDFs, and for providing data monitoring related to risk mitigation services to assist with broker and dealers, investment managers and their authorized designees to comply with financial industry regulations | Providing a web site featuring Software as a Service (SaaS), namely, software as a service (SAAS) services featuring collateral messaging services software for connecting users with broker and dealers, investment managers and their authorized designees through a common portal that allows them to synchronize and manage collateral communication and risk mitigation workflows; Providing a web site featuring Software as a Service (SaaS), namely, software as a service (SAAS) services featuring collateral messaging services software for enabling users to calculate margins and collateral requirements and for facilitating communications and transactions between users that allows them to synchronize and manage collateral communication and risk mitigation workflows; Application service provider featuring application programming interface (API) for connecting users with broker and dealers, investment managers and their authorized designees that allows them to synchronize and manage collateral communication workflows; Application service provider featuring application programming interface (API) software for calculating margins and collateral requirements and for facilitating communications and transactions between users in the nature of a common portal; Providing a web site featuring Software as a Service (SaaS), namely, software as a service (SAAS) services featuring collateral messaging services software for providing access to a common portal focused on risk mitigation services to assist with broker and dealers, investment managers and their authorized designees to comply with financial industry regulations
Software for collateral management, namely, for providing multi-level integrated views on counterparty relationships and exposures, for providing reporting and tracking of margin/collateral agreements and margin calls through workflows, for optimizing and calculating margins and collateral requirements, and for facilitating communications and transactions between users; Providing a web site featuring technology that enables users to connect with broker/dealers, investment managers and their authorized designees through a common portal that allows them to synchronize and manage collateral communication workflows; Providing a web site featuring technology that enables users to optimize and calculate margins and collateral requirements and for facilitating communications and transactions between users; Application service provider featuring application programming interface (API) software for enabling users to connect with broker/dealers, investment managers and their authorized designees through a common portal that allows them to synchronize and manage collateral communication workflows; Application service provider featuring application programming interface (API) software for optimizing and calculating margins and collateral requirements and for facilitating communications and transactions between users
[ UPI (universal peripheral interface) software; Graphical user interface software; Data recordings, namely, pre-recorded video cassettes, digital video discs, digital versatile discs, downloadable audio and video recordings, DVDs, and high definition digital discs featuring financial risk modeling; Downloadable podcasts in the field of financial risk modeling; Blank computer discs; Blank recordable DVDs; Blank digital recording media, Pre-recorded CDs, DVDs and digital recording media featuring financial risk modeling; Computer application software for computers for financial risk modeling; Computer application software for computers for cloud computing and social media; Downloadable electronic publications in the nature of articles and journal papers in the fields of finance, financial management and financial risk modeling ] | Business consultation services in the field of regulation compliance | Financial risk management services and related consulting services; Financial consulting services, namely, advising others regarding stress testing financial systems | Non-downloadable electronic publications in the nature of articles in the field of finance and financial management; Publishing of e-books and web magazines; Online electronic publishing of books and periodicals; Education services, namely, providing non-downloadable webinars in the field of financial risk management; Organizing and conducting of seminars, conferences, in-person fora, colloquia, workshops and exhibitions for entertainment or educational purposes | Providing temporary use of non-downloadable mathematical model development software | Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; Reviewing standards and practices to assure compliance with financial laws and regulations
[ Financial services software for collateral management, namely, for providing multi-level integrated views on counterparty relationships and exposures, and for providing reporting and tracking of margin/collateral agreements and margin calls through workflows ]
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