| Goods and Services | Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for accessing, maintaining, managing, tracking, visualizing, and reporting financial information, financial records, and investment portfolios, and for tracking financial transactions and spending trends in the fields of personal and business finance, financial planning, budgeting, wealth management, banking, investments and accounting; Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for performing queries and transactions, for storing, modifying, transmitting and receiving financial information, and for accessing, maintaining, managing and reporting financial information in the fields of personal and business finance, financial planning, wealth management, banking, investments and accounting; Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for management of financial, banking, investing, and personal and business net worth data, managing banking transactions, banking and other financial account information, payments, expenses and billing in the fields of personal and business finance, financial planning, wealth management, banking, investments and accounting; Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for use by individuals, businesses, and financial investment advisors in investment portfolio allocation, sector analysis, portfolio modeling, tracking, rebalancing, to obtain investment transaction and account information in the fields of personal and business finance, financial planning, wealth management, banking, investments and accounting; Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for use by businesses and financial investment advisors for customer relationship management (CRM); Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for use by financial investment advisors for client communications; Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for use by businesses and financial investment advisors for client relationship management (CRM), portfolio management and performance reporting, client billing, tracking advisor commissions, financial planning, data aggregation, and business intelligence; Downloadable computer software for use on mobile phones, tablet computers, handheld computers, desktop computers, and laptop computers for use by businesses and financial investment advisors for client investment management, client billing, and investment risk management; Downloadable computer software using artificial intelligence (AI) for financial planning, coordinating and managing financial and investment services, accessing, managing, tracking, visualizing, and reporting financial information, assisting financial advisors with client relationship management (CRM), client communications, portfolio management, performance reporting, financial planning, data aggregation, and business intelligence |
| Goods and Services | Software as a service (SAAS) services featuring software for accessing, maintaining, managing, tracking, visualizing, and reporting financial information, financial records, and investment portfolios, and for tracking financial transactions and spending trends in the fields of personal and business finance, financial planning, budgeting, wealth management, banking, investments and accounting; Software as a service (SAAS) services featuring software for performing queries and transactions, for storing, modifying, transmitting and receiving financial information, and for accessing, maintaining, managing and reporting financial information in the fields of personal and business finance, financial planning, wealth management, banking, investments and accounting; Software as a service (SAAS) services featuring software for management of financial, banking, investing, and personal and business net worth data, managing banking transactions, banking and other financial account information, payments, expenses and billing in the fields of personal and business finance, financial planning, wealth management, banking, investments and accounting; Software as a service (SAAS) services featuring software for use by individuals, businesses, and financial advisors in investment portfolio allocation, sector analysis, portfolio modeling, portfolio tracking, and portfolio rebalancing and optimization, to obtain investment transaction and account information in the fields of personal and business finance, financial planning, wealth management, banking, investments and accounting; Software as a service (SAAS) services featuring software for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; Software as a service (SAAS) services featuring software for use by businesses and financial advisors for customer relationship management (CRM); Software as a service (SAAS) services featuring software for use by financial advisors for client communications; Software as a service (SAAS) services featuring software for assisting financial advisors with client relationship management (CRM), portfolio management and performance reporting, tracking commissions, client billing, planning, data aggregation, and business intelligence; Software as a service (SAAS) services featuring software for assisting financial advisors with client investment management and investment risk management; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for financial planning, coordinating and managing financial and investment services, accessing, managing, tracking, visualizing, and reporting financial information, assisting financial advisors with client relationship management (CRM), client communications, portfolio management, performance reporting, client billing, tracking commissions, planning, data aggregation, and business intelligence; Providing temporary use of on-line non-downloadable software and applications for financial planning, coordinating and managing financial and investment services, accessing, managing, tracking, visualizing, and reporting financial information, assisting financial advisors with client relationship management (CRM), client communications, portfolio management, performance reporting, client billing, planning, data aggregation, and business intelligence |
