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