Temporary use of on-line non-downloadable computer software, web applications, and platforms in the field of financial services for collecting, analyzing, organizing, storing and transmitting data and information in connection with providing risk management, financial information, financial management, securities trading, investment management services, and retirement planning

Advice relating to investments; Financial management; Financial management via the Internet; Financial planning and investment advisory services; Investment advisory services; Providing investment related financial information and advice via a website