Downloadable computer application software for mobile phones, portable media players, handheld computers, namely, software for democratizing access to the capital markets and investment strategists for retail investors

Financial investment and consultation services, namely, financial asset management; investment advisory services; financial planning services; wealth management services; retirement fund investment services; and investment of funds for others

Platform as a service (PAAS) featuring web-based automated and customizable computer software platforms for management of investments for use by financial institutions, namely, banks, registered investment advisors, and credit unions

Financial investment and consultation services, namely, financial asset management; investment advisory services; financial planning services; wealth management services; retirement fund investment services; and investment of funds for others