Software as a service (SAAS) services featuring software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in securities and other financial investment vehicles ] ; providing temporary use of online non-downloadable software for ...

providing a website featuring information, namely, digital content in the nature of video, in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; provision of financial information in the fields of estates and trusts and life insurance; providing a website featuring information, ...

Computer software for searching, tracking and retrieving information from a local and/or global computer network

Consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others

Providing a website featuring non-downloadable software for incident and event planning and response