computer software for conveying and analyzing mutual fund information

computer software used by accountants, tax analyzers, and tax preparers for computing, storing, and analyzing the tax basis of mutual funds and stocks

consulting in the field of charitable fund raising, namely, development and implementation of fund raising plans for others

Software as a service (SAAS) services featuring software for use in the field of mutual funds that enables auditable, and targeted communications between mutual fund asset managers and their distributors; software as a service (SAAS) services featuring software for use by mutual fund asset managers, fund broker-dealers and fund service providers that enables accurate and secure permission-based communications; software as a service (SAAS) services featuring software for use by mutual fund ass...

Advertising and promotional services

Downloadable software in the nature of a mobile application for providing information in the field of finance, securities trading, investments, securities brokerage

Educational and instruction services relating to arts, crafts, sports or general knowledge; arranging, conducting and organizing seminars; providing electronic publications; publication of books; arranging, conducting, and organizing entertainments

Software as a service (SAAS) services featuring software for fund accounting functionality

Platform as a service (PAAS) featuring computer software platforms for commercial financial transaction data, account management, data operations, financial reporting, accounting features, credit, invoice advances, loan assistance and related reference information for small and medium sized businesses

Providing a website that provides cash advances for businesses and merchants, financing of loans, credit, invoice advances and loan assistance for small to medium sized businesses; Providing data operations, namely, electronic financial data processing, analytics, underwriting and financial risk management services for electronic and ACH funds transfer, credit and debit card and electronic check transactions and underwriting via a global computer network for small and medium sized businesses;...

Providing business information via an online website, specifically business information about commercial financial transaction data, account management, data management, operations management, financial reporting, accounting features, credit, invoice advances, loan assistance and related reference information, all for small and medium sized businesses; providing online business management services that provide assistance to small and medium sized businesses; business management services, name...

Providing data operations, namely, electronic financial data processing, analytics, underwriting and financial risk management services for electronic and ACH funds transfer, credit and debit card and electronic check transactions and underwriting via a global computer network for small and medium sized businesses; financial affairs and monetary affairs, namely, financial information, management and analysis services for small and medium sized businesses; electronic loan and/or credit prepara...

Providing a website that provides cash advances for businesses and merchants, financing of loans, credit, invoice advances and loan assistance for small to medium sized businesses

Computer software that allows users to perform electronic transactions, manage accounting information and clear and/or advance invoices via a global computer and payment network for small and medium sized businesses

Providing data operations, namely, electronic financial data processing, analytics, underwriting and financial risk management services for electronic and ACH funds transfer, credit and debit card and electronic check transactions and underwriting via a global computer network for small and medium sized businesses; financial affairs and monetary affairs, namely, financial information, management and analysis services for small and medium sized businesses; electronic loan and/or credit prepara...

Providing a website that provides cash advances for businesses and merchants, financing of loans, credit, invoice advances and loan assistance for small to medium sized businesses

Computer software that allows users to perform electronic transactions, manage accounting information and clear and/or advance invoices via a global computer and payment network for small and medium sized businesses

Platform as a service (PAAS) featuring computer software platforms for commercial financial transaction data, account management, data operations, financial reporting, accounting features, credit, invoice advances, loan assistance and related reference information for small and medium sized businesses and consumers; software as a service (SaaS) services featuring software for business and consumer analysis and lending in the fields of personal, business, education, and patient finance; provid...

Providing a website that provides cash advances for businesses and merchants, financing of loans, credit, invoice advances and loan assistance for small and medium sized businesses and consumers; providing data operations, namely, electronic financial data processing, analytics, underwriting and financial risk management services for electronic and ACH funds transfer, credit and debit card and electronic check transactions and underwriting via a global computer network for small and medium si...

Online platform website that provides business information about commercial financial transaction data, account management, data management, operations management, financial reporting, accounting features, credit, invoice advances, loan assistance and related reference information for small and medium sized businesses and consumers; providing online business management services that provide assistance to small and medium sized businesses and consumers; business management services, namely, ma...

Computer services, namely, hosting on-line web facilities for others for organizing and conducting online meetings, gatherings, and interactive discussions

computer software for mutual fund management and instruction manuals distributed together as a unit

Promoting the Goods and Sales of Others Through the Issuance of Coupons Redeemable at Participating Merchants

facilitating business meetings for others, namely, organizing, conducting and hosting meetings between shareholders and potential investors conducted in person and electronically via the Internet

Providing information in the field of financial investing via a global computer network, the Internet

Streaming of video and audio content featuring investment information via a global computer network, the Internet

Factoring agency services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, money lending; Financial services, namely, raising debt and equity capital for others; Financial transaction services, namely, providing secure commercial transactions and payment options; Financing services; Financing of industrial activities; Project financing; Equipment financing services; Providing working capital; Providing working capital financing to sma...

Factoring agency services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, money lending; Financial services, namely, raising debt and equity capital for others; Financial transaction services, namely, providing secure commercial transactions and payment options; Financing services; Financing of industrial activities; Project financing; Equipment financing services; Providing working capital; Providing working capital financing to sma...

promoting the goods and services of others through the distribution of membership discount cards

Crowdfunding services in the nature of accepting and administering monetary contributions from a group of individuals to help fund legal cases

BANKING AND FINANCIAL SERVICES, NAMELY, LOAN, MUTUAL FUND, BROKERAGE AND OTHER FINANCIAL ASSET SERVICES

Career counseling, namely, providing advice concerning education options to pursue career opportunities; Conducting of workshops in the field of financial literacy

Mutual fund investment services

mutual fund investment services

Financial advisory and consultancy services, namely, providing online account information including cash reports, commitment reports, valuation reports, portfolio and investment summaries, performance reports, balances, portfolio holdings, transactions, investments and statements and repository for investment related documentation

Financial services, namely providing reports and information regarding financial transactions, investments, investors, and financial markets

Preparing financial reports for others in the areas of financial transactions, investments, investors, and financial markets

Investment advisory services

Financially-guaranteed financing

loan financing services used to fund franchises or businesses

FINANCIAL SERVICES IN THE NATURE OF INVESTMENT ADMINISTRATION NOT RELATED TO THE USE OF DEBIT CARDS OR CREDIT CARDS

retirement plan administration services, namely administration of self-directed individual retirement accounts (IRAs) having mutual fund investment options allowing networking of mutual fund shares in a single brokerage account for a single annual fee

Financial services in the nature of a mutual fund program

Downloadable computer application software for mobile phones, namely, software for raising funds for youth groups, schools, churches, and sports teams; Downloadable computer application software for mobile phones, namely, software for accessing deals, coupons, and loyalty programs associated with businesses in a local community

Downloadable computer application software for mobile phones, namely, software for raising funds for youth groups, schools, churches, and sports teams; Downloadable computer application software for mobile phones, namely, software for accessing deals, coupons, and loyalty programs associated with businesses in a local community

Cloud computing services featuring software for use in data and document storage and management, and for assisting with various operational activities, namely, data management, investment allocations, accounting, fund modeling, portfolio management, and for use in delivering documents to clients and investors; all of the foregoing for the financial services industry

services comprising the distribution of cook books to groups engaged in fund-raising activities

Consulting services in the field of non-profit fundraising

Software as a service (SAAS) services featuring software for use in managing federal and state securities compliance requirements, compliance information and compliance filings

Promoting public awareness in the fields of finance and business; Arranging and conducting trade show exhibitions and conventions in the field of business and financial services; Providing business and commercial information in the field of finance and business operations, including information on lending institutions and business funding options.