Business advice and information relating to the financial services industry, financial advisers, wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, accounting, reporting, client management, and customer relationship management (CRM); preparation of reports relating to finance and investments; financial records management; assistance, advisory services and consultancy with regard to data management and aggregation,...

Providing information in the field of finance; financial research and information services; financial analysis services; monitoring financial markets for investment purposes; financial evaluation, tracking, and analysis relating to securities and other financial instruments; financial services, namely, assistance, advisory services and consultancy with regard to financial advisers, wealth management, and investment portfolio analytics

Providing and updating a financial index; providing a website featuring an online marketplace for exchanging financial goods and services with other users; providing a website featuring an online marketplace for exchanging goods and services with other users

Computer software for aggregating financial service and market data for use in the financial services industry; computer software for managing financial portfolios for use by financial advisers; computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; computer software for reporting portfolio analytics, financial goals, and financial objectives; computer software for client manageme...

Wealth management services; strategic financial advisory services; financial advisory and consultancy services; financial planning services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; news reporting services in the field of financial news; financial forecasting, consultancy, advisory an...

Business assistance [, advisory ] and consulting services in the field of financial wealth management

Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM...