PROVIDING A WEBSITE FEATURING TECHNOLOGY THAT ENABLES USERS TO RECORD DIRECTIONS FOR MANAGEMENT OF INVESTMENT, FINANCIAL PLANNING, AND FINANCIAL PORTFOLIO MANAGEMENT FOR PURPOSES OF MEETING SPECIFIED CASHFLOWS OR OTHER INVESTMENT GOALS; PROVIDING ONLINE NON-DOWNLOADABLE SOFTWARE FOR RECORDING DIRECTIONS FOR MANAGEMENT OF INVESTMENT, FINANCIAL PLANNING, AND FINANCIAL PORTFOLIO MANAGEMENT FOR PURPOSES OF MEETING SPECIFIED CASHFLOWS OR OTHER INVESTMENT GOALS

Computer software, namely, software for information and knowledge management for call or contact centers, sales professionals or staff, or line support personnel, content management, taxonomy management, database management, collaboration, messaging, groupware, portals, text processing and text analysis, data mining, data modeling, data visualization, analysis of data, simulation, expert systems, and/or artificial intelligence, sold as a unit