Downloadable software and data for use in extracting, transforming, and visualizing financial and investment data; downloadable software for executing certified data calculations, reporting, and insight generation; downloadable software for managing configuration and execution of artificial intelligence agents, functions, and workflows.

Business data analysis services, namely, compilation and analysis of financial, operational, and investment data for business purposes; data processing services for others in the field of financial and investment services; business information management, namely, electronic reporting of financial data for business purposes; consultation services, namely strategic consultation in the field of data management, namely, the transformation and optimization of accounting, investment, and operational data; business consulting services in the field of data intelligence, namely data structuring, tagging, enrichment, and ledger optimization; data reporting and diagnostic services, namely, detection and remediation of input deficiencies and inconsistencies across internal and external data sources; providing business data analytics services using proprietary software tools that merge client, market, and operational data.

Providing financial information, benchmarks, and investment analytics by means of an online platform using artificial intelligence to combine client-specific and global data; providing financial data and calculated metric data for business purposes.

Software development services, namely, developing software to assist in the integration of financial data from multiple systems and sources; providing an online network featuring technology that enables users to ingest, transform, and store data; application service provider featuring software for financial modeling, risk assessment, and performance tracking; providing temporary use of non-downloadable software for use in financial data aggregation, validation, and analysis; software as a service (SaaS) featuring software using artificial intelligence for processing, analyzing, and interpreting structured and unstructured financial and operational data for reporting and financial analysis purposes; providing a web-based platform featuring software to access curated financial datasets, perform data analytics, and generate insights using Generative AI and Large Language Models; providing temporary use of non-downloadable software for managing security, data and infrastructural configuration across distributed Generative-AI systems; hosting and maintaining software to enable the deployment, substitution, and monitoring of Artificial Intelligence systems; software development services, namely, developing governance and compliance processes and controls to monitor the performance and accuracy of generative AI systems; providing temporary use of non-downloadable software to manage contextual guardrails, access controls, and response integrity of generated outputs; providing temporary use of non-downloadable software enabling users to control large language models using artificial intelligence; integration of data containing market research and reference data.