Computer Software for Use in Financial and Estate Planning

computer software for use in financial and estate planning

computer consultation, namely, providing consultation to others in the development of software used for financial and estate planning

Computer software for development of algorithmic financial planning strategies; computer software for simulations and analysis of algorithmic financial planning strategies; computer software for maintenance of personal and household financial profiles used in algorithmic financial planning; computer software for maintenance of products and services of financial profiles used in algorithmic financial planning

Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial management of employee pension plans; Investment advice; Investment advisory services; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Investment risk assessment services; Brokerage...

Software for use in assisting in the provision of financial planning services

Consulting services in business organization and management; Business management consulting

Providing financial information on securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, account holders, and other authorized persons