Providing temporary use of on-line non-downloadable software in the financial planning field of financial services, namely, software for the design, assessment, management, and reporting of financial plans and software for the management of financial advisor marketing and client communications

Providing temporary use of on-line non-downloadable software in the financial planning field of financial services, namely, software for the design, assessment, management, and reporting of financial plans and software for the management of financial advisor marketing and client communications

Providing temporary use of on-line non-downloadable software in the financial planning field of financial services, namely, software for the design, assessment, management, and reporting of financial plans and software for the management of financial advisor marketing and client communications