Downloadable mobile application that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services; Providing a website featuring technology and online, nondownloadable software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services; providing online, non-downloadable mobile application software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services
Cloud-based universal and integrated technology platform offered in the form of a software-as-service (SAAS) application allowing institutional allocators, asset managers, and service providers in the alternative investments industry to seamlessly inter-operate while managing and processing alternative investments workflow, data, documents, marketing, communications, and allocations
Cloud-based universal and integrated technology platform offered in the form of a software-as-service (SAAS) application allowing institutional allocators, asset managers, and service providers in the alternative investments industry to seamlessly inter-operate while managing and processing alternative investments workflow, data, documents, marketing, communications, and allocations
Providing reporting information for fund managers and investors, namely, information in the field of investment performance in the financial industry related to platform-specific alternative products; providing API-based transfers, namely, electronic funds transfer; providing financial information in the field of general market trends or news in the field of finance; "ALTERNATIVE INVESTMENTS"; Providing a website featuring technology and software that allows for alternative fund products or other platform specific products to the financial industry to be transacted on and distributed/marketed through a proprietary technology platform; midstream technology services, namely, providing a data driven, cloud-based, interactive web-site, platform as a service (PAAS) and software as a service (SAAS) featuring computer software that provides integration optionality with content databases of CRM-based web sites and organizations within the financial services industry, specifically but not holistically, custodians, DTCC, transfer agents/administrators, portfolio reporting software, fund prime brokers, and third-party reporting firms; automated digitization of transactional documents related to the investment funds and investment firms, to be executed and distributed among financial institutions involved in each transaction
