Financial analysis and research services; financial information and advisory services; financial information processing; financial data analysis; financial services, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk assessment services; financial services, namely, investment accounting services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to financial investments, financial markets, financial securities and other financial instruments.

Providing an online, non-downloadable information delivery, management and reporting software platform for the analysis and management of financial data, assets, product flows, and investments; software as a service (SAAS) services featuring software for integrating, aggregating, synthesizing, visualizing, distributing, managing, sharing, cataloging and scaling financial data; software as a service (SAAS) services featuring software for financial data management, financial records management, investment accounting, conducting financial analyses, tracking and monitoring compliance with financial laws, regulations and internal guidelines, and preparing financial reports; software as a service (SAAS) services featuring software using artificial intelligence, quantitative modeling and predictive analytics to parse and provide insights into financial, investment and market data and trends; software as a service (SAAS) services featuring communications software to facilitate the transmission of financial data; software as a service (SAAS) services featuring software that enables asset managers, wealth managers, asset allocators, and market infrastructure players to access a suite of financial data management and analytics tools; software as a service services (SAAS) featuring software that enables asset managers, wealth managers, asset allocators, and market infrastructure players to evaluate the effectiveness of financial investments and programs using multi-dimensional analytics, dashboards and interactive visualizations, analyze investment concentrations, identify tax optimization opportunities, model the impacts of financial contributions and redemptions, and simulate pre-execution trading scenarios; software as a service (SAAS) services featuring software with reporting tools to generate customizable views of portfolio valuations, balances, financial transactions, and other financial metrics; software as a service (SAAS) services featuring software that provides consolidated views of global accounting books and real-time access to investment data.