Downloadable computer software for use in contact management, fee calculation, client reporting, management reporting, financial modeling, loan management, electronic financial data reconciliation, for reconciling account transactions with account positions, payment processing, expense tracking, sales force management, financial portfolio management, asset value calculation, electronic funds transfer and sharing equity research in the financial services and wealth management industries; Downloadable electronic publications in the nature of reports, manuals, instruction guides, reference guides, bulletins, books, and records in the field of finance and wealth management; Downloadable software for providing financial reporting, managing investments, and providing personalized financial and wealth management services in the financial services and wealth management industries; Downloadable computer software for producing and processing content for the financial services and wealth management industries; Downloadable computer software development tools; Downloadable computer software for operating investment tools; Downloadable computer software for capturing, storing, accessing, displaying, sharing, and managing digital files; Downloadable computer software for file sharing; Downloadable computer software and downloadable computer software development tools for sharing digital; business information via global computer and communication networks; Downloadable computer software, namely, downloadable suite of and downloadable modules of computer software for business management for the financial services and wealth management industries; Downloadable computer software for enabling web-based and website portal-based access to applications and services through a web operating system and website portal interface; Downloadable configurable suite of computer software for wealth management; Downloadable computer software for use in business management and systems processing for client server architecture, for database integration, for database management and for data access and data control, in the fields of corporate data, environmental systems, wealth management, training, product quality and business management functions

Publications, namely, reports, manuals, instruction guides, reference guides, bulletins, books, and records in the field of the finance and wealth management

Business consultation services; Business advice and information; Business marketing services; Development of digital marketing strategies; Providing business information and news in the field of the financial services and wealth management industries

Providing financial information, news, and commentary in the field of the financial services and wealth management industries; Financial regulatory compliance consulting services; Financial consultancy services for the financial services and wealth management industries; Financial consultancy services for fees and billings solutions in the wealth management industry; Technical consultation in the field of financial services and wealth management industries; Providing a website and a website portal featuring information in the field of financial services and wealth management industries; Providing financial information and news in the field of the financial services and wealth management industries

Providing multiple-user access to computer software via the global information network

Online electronic publishing of reports, manuals, instruction guides, reference guides, bulletins, alerts, books, and records for the financial services and wealth management industries

Developing customized software applications, websites, and website portals for the financial services and wealth management industries and providing customer support therefor; Software development, namely, developing customized software applications, websites, and website portals for the financial services and wealth management industries; Customer technical support services, namely, troubleshooting of computer software problems and assisting customers in the use of computer software for the financial services and wealth management industries; Software as a service (SAAS) services featuring computing technology software for providing financial reporting and personalized wealth management and financial information in the financial services and wealth management industries; Software as a service (SAAS) services featuring computer software for providing financial reporting and personalized wealth management and financial information in the financial services and wealth management industries; Software as a service (SAAS) services featuring computer software for the analysis of business and financial information in the field of the financial services and wealth management industries; Software as a service (SAAS) services featuring computer software for creating business and financial information reports in the field of the financial services and wealth management industries; Software as a service (SAAS) services featuring non-downloadable online software for the purpose of administering, monitoring, and auditing of business and financial information; Software as a service (SAAS) services featuring non-downloadable online software for use in the access of computer software; Software as a service (SAAS) services featuring software for providing financial reporting and personalized wealth management and financial information in the finance and wealth management industries; Technical support services, namely, troubleshooting in the nature of diagnosing computer hardware and software problems; Computer technology support services, namely, help desk services; Computer software design; Hosting computer software applications for others, namely, hosting computer operating software, computer browsing software, and computer software for providing access to the internet for others; Computer technical support services, namely, providing technical support, information, and consultation services in the nature of diagnosing problems in computer software and computer operating systems; Computer hardware and software testing services; Computer services, namely, providing computer software updates via computer networks and global communication networks; Computer services, namely, providing online non-downloadable software for database management, data storage and backup, remote access, remote support, cloud computing, data sharing, data security, access, administration and management of computer applications and computer hardware and for content management; Cloud computing services, namely, providing online non-downloadable operating software for accessing and using a cloud computing network; Computer services, namely, cloud hosting provider services; Web site hosting services; Computer security services, namely, enforcing, restricting and controlling access privileges of users of computing resources for cloud resources based on assigned credentials; Design and development of wireless computer networks and wireless network software applications for database management, networking, collaboration, remote access, remote support, cloud computing, data sharing, data security, access, administration and management of computer applications; Non-downloadable computer software and non-downloadable computer software development tools for sharing digital business information via global computer and communication networks; Computer software consulting for the financial services and wealth management industries; Web site and website portal consultancy for the financial services and wealth management industries; Consulting services in the field of software applications, websites, and website portals for the financial services and wealth management industries; Providing temporary use of non-downloadable software comprised of a suite of and modules of wealth management software; Providing temporary use of online non-downloadable software for operating software applications, websites, and website portals for the financial services and wealth management industries; Providing temporary use of online non-downloadable software for accessing information and communications in the financial services and wealth management industries; Software as a service (SAAS) services via websites and website portals featuring software for use in database management, use as a spreadsheet, managing financial wealth, providing financial reporting, and providing personalized financial information in the finance and wealth management industries; Providing online non-downloadable software for granting and controlling access to non-downloadable computer software; Providing temporary use of non-downloadable computer software for performing queries and for transmitting and receiving information in the field of the financial services and wealth management industries; Providing temporary use of non-downloadable computer software for performing transactions and for storing and modifying information in the field of the financial services and wealth management industries