CROESUS XPERT

Class [042]
Software as a service (SAAS) featuring non-downloadable software to assist financial advisors in providing wealth management services to their clients; Software as a Service (SAAS) featuring non-downloadable software for use by financial advisors in managing and monitoring financial portfolios of investments and assets; Software as a service (SaaS) provider in the field of revenue wealth management; Providing non-downloadable computer software for use by financial advisors for analyzing financial data and generating reports, for optimizing and rebalancing financial portfolios, and for building models and tracking performance of financial portfolios; Providing non-downloadable computer software for use by financial advisors for the verification and assessment of financial risk to ensure compliance with industry standards and regulations in financial portfolio management; Providing non-downloadable computer software for use by financial advisors for processing and managing financial trading orders, for accessing financial information and market data, for tracking and calculating performance of financial portfolios; Providing non-downloadable computer software for use by financial advisors to assist with client relationship management and reporting, to store electronic documents; Application service provider featuring application programming interface (API) integration software for accessing and gathering financial data, for enabling functionality interaction and data exchange between different financial software applications;