computer software for storing and analyzing product information relating to diagnosis of malfunctions of equipment of others

Electronic Data Processing Equipment-Namely, Computers, Video Display Terminals, Computer Printers and Computer Programs

Downloadable computer software that enables investment advisers to obtain shareholder account and transaction information, send and receive secure electronic mail, design and review investment scenarios, browse financial articles and briefs, and execute transactions through a global computer network

COMPUTER OPERATING PROGRAMS

investment services in the nature of financial investment management

Educational services, namely, providing continuing professional education courses in the field of financial services

Regulatory compliance consulting in the field of investment advisory providers

Cybersecurity services in the nature of restricting unauthorized access to computer systems; Computer programming consultancy in the field of cybersecurity for registered investment advisers; Technology consultation in the field of cybersecurity

Insurance underwriting and administration in the fields of professional liability, director and officer liability, investment fund liability, employment practice liability, and fiduciary liability in the fields of investment advisers, investment funds, investment assets, investment consulting and financial planning, and asset management; insurance risk management services

Software as a service (SAAS) services featuring software using artificial intelligence (AI) for for use in machine learning within the field of regulatory compliance in US securities laws; Consulting services in the field of software as a service (SAAS)

financial investment information service, namely providing mutual fund investment information via telephone, computer and facsimile

INVESTMENT SERVICES IN THE NATURE OF FINANCIAL INVESTMENT MANAGEMENT

investment services, namely investment management

Investment services in the nature of financial investment management

computer system software program that generates and documents program source codes

Internet-based statementing system that is updated daily with client investment holdings and transactions, AIMR-compliant performance and asset allocation

Business technology software consultation services; Consultancy and information services relating to information technology architecture and infrastructure; Planning, design and management of information technology systems; Design of information technology infrastructure for others

Business technology software consultation services; Information technology consulting services; Planning, design and management of information technology systems; Outsource service provider in the field of information technology consulting

Providing training in the fields of standards of International Organization for Standardization, OHSAS, IATF, AS and ITIL

Cybersecurity services in the nature of restricting unauthorized access to computer systems; Computer programming consultancy in the field of cybersecurity for registered investment advisers; Technology consultation in the field of cybersecurity

Providing a website featuring technology that enables users to share and collaborate on information related to the approval of mutual fund advisory agreements

Intelligent natural language understanding services using cloud-based software technology

insurance underwriting services in the field of professional liability

Providing detailed information regarding available insurance products in the fields of life insurance, health insurance, and annuities

Financial services; namely, services that enable investment advisers and shareholders to obtain shareholder account and transaction information, design and review investment scenarios, browse financial articles and briefs,send and receive secure electronic mail, and execute transactions through a global computer network

Software as a service (SAAS) services featuring software for facilitating communication and promoting relationships between consumers and consumer product and service providers, and for providing consumer access to consumer product and service provider resources and advice

promoting the business interests of consumers, home service providers, and small businesses by means of public advocacy; providing consumer product recommendations, user ratings and reviews posted by consumers about local service providers in the field (s) of home renovation, home improvement, home maintenance and home repair for commercial purposes, via a website; providing a website for connecting sellers with buyers

Providing a web site featuring temporary use of non-downloadable software for financial planners; Providing a web site featuring temporary use of non-downloadable software for managing financial services provided financial planners; Providing a web site featuring temporary use of non-downloadable software for wealth management; Providing a web site featuring temporary use of non-downloadable software for providing financial services; Software as a service (SAAS) services featuring software fo...

Computer software and accompanying instruction manuals packaged as a unit for use in analytical, collection, tracking and informational monitoring applications used in the field of finance and business

Administration of employee pension plans, third party administrator

Administration of employee pension plans, third party administrator

Promotion of financial and insurance services, on behalf of third parties

Securities, options, and futures brokerage services for independent representatives

Financial services, namely, providing investment account information online