BRIO

Software; artificial intelligence software; software for business management; software for business transactions; software for business intelligence; software for business advisory and consultation services; software for tracking business transactions; software for financial, monetary, and investment management; software for financial, monetary, and investment transactions; software for financial, monetary, and investment intelligence; software for financial, monetary, and investment advisory and consultation services; software for tracking financial, monetary, and investment transactions; software for capital calls; software for identifying investment opportunities; software for viewing investment portfolios; software for viewing and generating account statements; software for facilitating secondaries transactions; software for auditing compliance; software for distribution support; software for privacy; software for information protection; software for automating the onboarding, integration, and introduction of investors to new investment platforms; software for automating the initiation of new account openings processes; software for automating the identification of investor needs; software for automating the regulatory compliance inspection and verifications; software for automating the identification of potential investors; software for automating the recommendation of investment products; software for automating verifications of customers and customer risk and financial profiles; software for automating financial and investment due diligence; software for accessing content, websites, and portals; software for creating and managing portals for third parties who provide access to custom and white label content, websites, and portals; software for dashboards; software for displaying and interacting with data; software for reporting; software for the analysis of business data; software for use in providing multiple user access to a computer information network; software for managing user accounts and access to documents and data; software for interfacing between online platforms and email; software for managing and tracking user logins, permissions, and access to platforms, documents, and data; software for waitlist management; software for call scheduling; software for live chatting; software for wire transfers; software for managing and displaying payment information; software for payment processing; software for payment tracking; software for marketing; software for document management; software for document automation; software for document generation; software for document transfer; software for document format conversion and transfer; software for searching and organizing documents; software for multimedia file transfer and storage; software for data management; software for data intelligence; software for data protection; software for data transfers; software for data storage; software for databases; software for authorizing and managing access to databases; software for searching and organizing data; software for virtual data rooms; software for managing access to data; software for customer management; software for e-signatures; software for notifications; software for managing compliance requirements; software for assessing fair market value; software for assessing net asset value; software for email communications; databases; data processing systems; data collection apparatus.

Business consultancy, advisory and assistance services; business management services; business analysis; Business information and research services; market information and research services; Advertising, marketing, and promotional services; advertising, marketing and promotional consultancy, advisory and assistance services; planning of advertising, marketing, and promotional strategies; Distribution support services; distribution consultancy, advisory and assistance services; Cash reconciliation; Negotiation of business contracts for others; negotiation of financial contracts; negotiation of monetary contracts; negotiation of investment contracts; negotiation and conclusion of commercial transactions for third parties; supporting the negotiation and conclusion of commercial transactions for third parties; advisory services relating to commercial transactions; business intelligence services; financial, monetary, and investment intelligence services; capital investment; capital call services; consultancy of capital investment; business accounts management; Data processing, systematisation, and management; data storage services; document processing, systematisation, and management; document preparation; Records management services, namely, document indexing for others; Financial assessments; financial valuations; financial appraisals.

Brokerage; business brokerage; financial brokerage; monetary brokerage; brokerage of currency; investment brokerage; exempt market dealer (EMD) brokerage; secondaries facilitation services; financial, consultancy, advisory and assistance services; Monetary consultancy, advisory and assistance services; investment consultancy, advisory and assistance services; valuation services; financial evaluations; monetary evaluations; investment evaluations; financial reports; monetary reports; investment reports; financial analysis services; monetary analysis services; investment analysis services; money deposit services; earnest money deposit services; securities and commodities trading services; exempt market dealer securities and commodities trading services; management of exempt market dealer (EMD) securities; investment in exempt market dealer (EMD) securities; Financial, monetary, and investment management; financial, monetary, and investment transactions; brokerage, distribution and investment services relating to investment funds and mutual funds; payment processing; payment tracking; onboarding, integration, and introduction of investors to new investment platforms.

Providing online non-downloadable software; Software as a service (SAAS); platform as a service (PAAS); artificial intelligence as a service (AIAAS); providing access to content, websites, and portals; providing online non-downloadable software for business management; providing online non-downloadable software for business transactions; providing online non-downloadable software for business intelligence; providing online non-downloadable software for business advisory and consultation services; providing online non-downloadable software for tracking business transactions; providing online non-downloadable software for financial, monetary, and investment management; providing online non-downloadable software for financial, monetary, and investment transactions; providing online non-downloadable software for financial, monetary, and investment intelligence; providing online non-downloadable software for financial, monetary, and investment advisory and consultation services; providing online non-downloadable software for tracking financial, monetary, and investment transactions; providing online non-downloadable software for capital calls; providing online non-downloadable software for identifying investment opportunities; providing online non-downloadable software for viewing investment portfolios; providing online non-downloadable software for viewing and generating account statements; providing online non-downloadable software for facilitating secondaries transactions; providing online non-downloadable software for auditing compliance; providing online non-downloadable software for distribution support; providing online non-downloadable software for privacy; providing online non-downloadable software for information protection; providing online non-downloadable software for automating the onboarding, integration, and introduction of investors to new investment platforms; providing online non-downloadable software for automating the initiation of new account openings processes; providing online non-downloadable software for automating the identification of investor needs; providing online non-downloadable software for automating the regulatory compliance inspection and verifications; providing online non-downloadable software for automating the identification of potential investors; providing online non-downloadable software for automating the recommendation of investment products; providing online non-downloadable software for automating verifications of customers and customer risk and financial profiles; providing online non-downloadable software for automating financial and investment due diligence; providing online non-downloadable software for accessing content, websites, and portals; providing online non-downloadable software for creating and managing portals for third parties who provide access to custom and white label content, websites, and portals; providing online non-downloadable software for dashboards; providing online non-downloadable software for displaying and interacting with data; providing online non-downloadable software for reporting; providing online non-downloadable software for the analysis of business data; providing online non-downloadable software for use in providing multiple user access to a computer information network; providing online non-downloadable software for managing user accounts and access to documents and data; providing online non-downloadable software for interfacing between online platforms and email; providing online non-downloadable software for managing and tracking user logins, permissions, and access to platforms, documents, and data; providing online non-downloadable software for waitlist management; providing online non-downloadable software for call scheduling; providing online non-downloadable software for live chatting; providing online non-downloadable software for wire transfers; providing online non-downloadable software for managing and displaying payment information; providing online non-downloadable software for payment processing; providing online non-downloadable software for payment tracking; providing online non-downloadable software for marketing; providing online non-downloadable software for document management; providing online non-downloadable software for document automation; providing online non-downloadable software for document generation; providing online non-downloadable software for document transfer; providing online non-downloadable software for document format conversion and transfer; providing online non-downloadable software for searching and organizing documents; providing online non-downloadable software for multimedia file transfer and storage; providing online non-downloadable software for data management; providing online non-downloadable software for data intelligence; providing online non-downloadable software for data protection; providing online non-downloadable software for data transfers; providing online non-downloadable software for data storage; providing online non-downloadable software for databases; providing online non-downloadable software for authorizing and managing access to databases; providing online non-downloadable software for searching and organizing data; providing online non-downloadable software for virtual data rooms; providing online non-downloadable software for managing access to data; Providing online non-downloadable software for customer management; providing online non-downloadable software for e-signatures; providing online non-downloadable software for notifications; providing online non-downloadable software for managing compliance requirements; providing online non-downloadable software for assessing fair market value; providing online non-downloadable software for assessing net asset value; providing online non-downloadable software for email communications.

Licensing services; regulatory and legal compliance auditing; legal compliance auditing; consultation in relation to licensing compliance; consultation in relation to exempt market dealer requirements and licensing; Consultations on financial regulatory licenses; Exempt market dealer licensing consultancy.