Publication Registration: |
Wednesday, November 8, 2023 |
Goods and Services Information
|
Description:
|
(1) - Computer software in the field of wealth management, namely applications for smart phones, tablets and computers for accessing and managing financial and asset accounts and portfolios and communicating with wealth advisors, enterprise software to manage wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence, integration software to integrate different wealth management softwares and data sources with each other to consolidate data and consolidated presentation of data, business intelligence software to aggregate, analyse and visualize data for client intelligence
(2) - Software as a service provider in the field of software for wealth management; software design services; software customization services; software integration services, namely integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data
(3) - Computer software in the field of wealth management, namely applications for smart phones, tablets and computers for accessing and managing financial and asset accounts and portfolios and communicating with wealth advisors, enterprise software to manage wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence, integration software to integrate different wealth management softwares and data sources with each other to consolidate data and consolidated presentation of data, business intelligence software to aggregate, analyse and visualize data for client intelligence
(4) - Software as a service provider in the field of software for wealth management; software design services; software customization services; software integration services, namely integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data
|