Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management for investors, and investment management support to independent advisers

Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management for investors, and investment management support to independent advisers

investment management and consulting services delivered electronically via the internet; namely, financial advice and investment management for investors, and investment management support to independent advisers

Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors

Financial advisory and consultancy services; Financial information provided by electronic means; Financial information provided by electronic means in the field of online monitoring and tracking services for financial and e-commerce transactions relating to the status of securities and other financial instruments; Providing financial assessment services to others; Providing financial assessment services to others, namely, providing an online financial records aggregation service to aggregate ...

Providing a secure web-based service featuring a wide range of investment products and practice management tools for independent financial advisors

Providing a secure web-based service featuring a wide range of investment products and practice management tools for independent financial advisors

Providing a web-based service featuring investment products and practice management tools for financial personnel

Educational services, namely, providing seminars relating to the financial services industry

Application service provider featuring software integrating financial values, financial goals, and contact information to provide integrated household financial data and personalized news content, for use in investment management; hosting an online community website featuring shared communications and content between household members interested in household financial data

Financial services, namely, providing data aggregation and account reporting services for others

Financial investment advisory services, namely, evaluation and analysis of factors for investment selection

Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors

Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to advisors

Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors

Financial services, namely, financial administration of a customized managed accounts program for investors; financial services, namely, customized managed account investment services for investors

Financial services, namely, providing an online automated financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; financial services, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts and investmen...

Providing a website featuring on-line non-downloadable software that provides financial information in the nature of financial reports and financial account data and aggregates financial account data

On-line financial services, namely, providing financial information in the field of financial account data and aggregated financial account data

Financial services, namely, providing an online automated financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; Financial services, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments ...

Computer software for aggregation of banking, financial, investment and personal records and information; Computer software for accessing online and electronic data and for converting and transferring that data to and for use in connection with computer software programs, personal and business electronic devices, mobile and smart phones, tablets and other computer software applications; Computer software for conducting and accepting online financial and e-commerce transactions; Computer progr...

Financial advisory and consultancy services; Financial information provided by electronic means; Financial information provided by electronic means in the field of online monitoring and tracking services for financial and e-commerce transactions relating to the status of securities and other financial instruments; Providing financial assessment services to others; Providing financial assessment services to others, namely, providing an online financial records aggregation service to aggregate ...

Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management for investors, and investment management support to independent advisers

Investment management and consulting services delivered electronically via the internet; namely, financial advice and investment management for investors, and investment management support to independent advisers

INVESTMENT MANAGEMENT AND CONSULTING SERVICES DELIVERED ELECTRONICALLY VIA THE INTERNET; NAMELY FINANCIAL ADVICE AND INVESTMENT MANAGEMENT FOR INVESTORS, AND INVESTMENT MANAGEMENT SUPPORT TO INDEPENDENT ADVISORS.