Fund administration and fund accounting services; providing alternative trading systems to issuers of investment securities, to shareholders, and to investors; financing and loan services; securities brokerage services; investment banking services; formation of selling groups and syndicates for raising capital providing access to corporate banking services; financial services, namely, fund management services; financial investment services, namely, underwriting and distribution of securities; verification and background check services to determine the identity, suitability, and risks involved with maintaining a business relationship with an individual or organization; transfer agency services rendered to issuers of investment securities; corporate registrar and shareholder recordkeeping services; financial services, namely, fund formation and investment services; crowdfunding and retail capital fundraising services

SaaS software used in connection with primary issuance services; Software as a service featuring cloud-based software and temporary use of non-downloadable software for use in financial transactions for users to create, share, track, manage and execute documents for financial transactions, namely, financing and capital raising transactions; Software as a service featuring cloud-based software and temporary use of non-downloadable software for use by lawyers, brokers and companies who are involved in financial transactions to create, share, track, manage and execute documents for financial transactions, namely, financing and capital raising transactions

Providing temporary use of on-line non-downloadable software used to perform sales effectiveness training and to reinforce methodologies for sales effectiveness; providing temporary use of on-line non-downloadable software for automated training programs; providing temporary use of on-line non-downloadable software for interactive, self-paced learning, self-assessment and self-certification; providing temporary use of on-line non-downloadable software for assessing sales opportunities, developing business and sales strategies, and for reviewing opportunity and account plans; providing temporary use of on-line non-downloadable software for automated sales coaching, namely, identifying risks and vulnerabilities for each business opportunity, and identifying and defining relationship and selling strategies for each buyer; providing temporary use of on-line non-downloadable software for identifying and building strategic business and customer relationship; providing temporary use of on-line non-downloadable software for collaboration among internal sales teams, and with customers; providing temporary use of on-line non-downloadable software for automation of account plans and integration with customer relationship management (CRM) programs; providing temporary use of on-line non-downloadable software for providing sales opportunity alerts and integration with feeds from social networking web sites; providing temporary use of on-line non-downloadable software for identifying, monitoring and tracking customer contract renewals; providing temporary use of on-line non-downloadable software for sales team performance analysis and forecasting; providing temporary use of on-line non-downloadable software for sales cycle and sales pipeline monitoring, analysis and forecasting; providing temporary use of on-line non-downloadable software for predictive sales analytics