Downloadable computer application software for aggregating financial data including financial information from third party data namely, insurance policies, property deeds, wills, trust documents, 401(k) statements, investment statements, retirement funds; downloadable computer software for producing financial models; downloadable database management software for use by financial advisors, namely for planning tax planning, retirement planning and projection, estate planning, education planning...

Financial Services, namely, providing investment advice, investment management and investment of funds for others

Financial services, namely, investment advice, investment management, investment of funds for others, account management, namely, savings and checking account services administration, and financial advice