Providing a website featuring resources, namely, non-downloadable software for providing, reporting of and analyzing financial service transactions and accounts from third parties in the field of investing, brokerage and insurance, and for reporting, reviewing, and managing data from financial transactions

CUSTOMIZATION AND MAINTENANCE OF A BROWSER-BASED FINANCIAL SERVICES SOFTWARE; DATA CONVERSION SERVICES FOR USE WITH A FINANCIAL SERVICES SOFTWARE APPLICATION; PROVIDING TEMPORARY USE OF ON-LINE NON-DOWNLOADABLE SOFTWARE IN THE FIELD OF FINANCIAL SERVICES