Computer application software for mobile devices, namely, software for providing financial and business data and information, for preparation and distribution of proxies, annual reports, financial report and other financial documents, for communication in connection with financial and business information, for shareholder and equity management and consultation, for use in financial research and analysis, for fund, stock, commodity and equity administration and management, for fund, stock, commodity and equity rating and analysis, for financial product recommendations, for managing financial transactions, and for providing financial databases; Computer software platforms for providing financial and business data and information, for preparation and distribution of proxies, annual reports, financial report and other financial documents, for communication in connection with financial and business information, for shareholder and equity management and consultation, for use in financial research and analysis, for fund, stock, commodity and equity administration and management, for fund, stock, commodity and equity rating and analysis, for financial product recommendations, for managing financial transactions, and for providing financial databases; Software for providing financial and business data and information, for preparation and distribution of proxies, annual reports, financial report and other financial documents, for communication in connection with financial and business information, for shareholder and equity management and consultation, for use in financial research and analysis, for fund, stock, commodity and equity administration and management, for fund, stock, commodity and equity rating and analysis, for financial product recommendations, for managing financial transactions, and for providing financial databases; computer software to support shareholder services, namely, planning, facilitating, and conducting meetings of shareholders and organized communications among shareholders and companies and funds, facilitating, preparing, and sharing communications, messages, proposals, and initiatives from shareholders, proxy tabulation, preparing business reports, analysis of shareholder data, shareholder record keeping services, and providing consumer information and related news to investors in the field of company financial information and business developments and events

Shareholder services, namely, planning, facilitating, and conducting meetings of shareholders; shareholder services, namely, preparing communications, messages, proposals and initiatives, all in the nature of business reports, from shareholders; shareholder services, namely, analysis of shareholder data; shareholder record keeping services; providing administration for shareholder services; shareholder services, namely, annual shareholder meeting planning, proxy tabulation, preparing business reports, and providing consumer information and related news to investors in the field of company financial information and business developments and events

Investment management; funds investment; investment consultation; providing investors with financial information; financial research and information services; financial analysis and research services; financial consultation in the fields of preparing and distributing proxies, annual reports and other financial documents; financial management in the fields of preparing and distributing proxies, annual reports and other financial documents; financial information and processing services; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to funds, stocks, commodities and equities; financial investment brokerage services; fund management