Software as a service (SAAS) services featuring software for database management in the field of finance

Computer software for providing financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance management, financial instrument trading and tracking, account reconciliation and accounting

Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information; Financial information and advisory services; Financial information provided by electronic means; Financial information services provided on-line from a computer database or a ...

Financial services, namely, investment brokerage, financial research, financial planning, and financial management services; and financial information services provided via an on-line database of financial information for use in financial planning, research, management and investment