Downloadable computer software for enabling personal financial advisory, analysis and financial planning services via the Internet and mobile telecommunication networks; downloadable computer software for providing personal financial advisory, analysis and financial planning services via the Internet and mobile telecommunication networks; downloadable computer software for enabling communication between financial advisors and customers; downloadable computer software for tax planning; downloadable computer software for enabling communication between financial advisors and customers for use in providing assistance with regard to personal finance, accounting and taxes; downloadable computer software for enabling users to capture, upload, download, store, organize, and view information and data, all in the fields of tax planning, personal finance, accounting, financial management and generating and submitting applications for financial services; downloadable software in the nature of a mobile application for tax planning, personal finance, accounting and financial management; downloadable computer software for providing automated personal financial management services; downloadable computer software for organizing, tracking and reporting tax deductible expenses; downloadable computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; downloadable computer software for enabling users to create, edit, encrypt, send and share receipts, documents, images, photographs, and electronic messages, all in the fields of tax planning, personal finance, small business accounting, financial management, and generating and submitting applications for financial services; downloadable computer software for providing technical support in the fields of tax return filing, personal finance, small business accounting, financial management, and generating and submitting applications for financial services; downloadable software in the nature of a mobile application for processing tax refunds and payments, financial management, generating and submitting applications for financial services and for organizing, tracking and reporting tax-deductible, personal and small business expenses; downloadable computer software for personal financial management; downloadable computer software for financial planning and financial management; downloadable computer software for enabling users to retrieve financial information using mobile phones, smart phones, and mobile telecommunication networks; downloadable computer software for investment tracking; downloadable computer software for online banking, transaction management, bill tracking and management, expense tracking and management and accounting; downloadable computer software for creating reports and graphs; downloadable computer software for forecasting and analysis of data; downloadable computer software for data aggregation; downloadable computer software for providing banking, financial and bill payment alerts; downloadable computer software for providing wireless access to data and databases; downloadable computer software for enabling users to retrieve financial account balances using mobile phones, smart phones, and mobile telecommunication networks

Personal financial management consultation, advisory, analysis, and assistance services; financial planning consultation, advisory, analysis, and assistance services; provision of information concerning financial management and financial planning; financial management and financial planning services delivered via global computer networks; providing information to consumers in the fields of personal financial management; providing information to consumers on optimizing interest and fees for financial and card accounts; personal financial risk assessment services, namely, financial risk scoring and modeling; providing financial history, payment history, loan and debt burden information to consumers; financial portfolio analysis services, namely, providing consumers with insights into how they compare against others like them in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing personal financial data analysis for financial planning purposes and to facilitate financial advisory services; providing information on optimizing interest and minimizing fees for financial and card based accounts; providing information to consumers in the fields of individual and small business financial management; loan comparison services, namely, providing information related to obtaining loan financing; loan comparison services, namely, providing information on qualifying requirements related to obtaining loan financing; credit scoring services; loan comparison services, namely, providing information related to obtaining personal loans, peer-to-peer loans, and student loans; loan comparison services, namely, providing information on qualifying requirements related to obtaining personal loans, peer-to-peer loans, and student loans; estate planning services; financial planning services; retirement financial planning services; providing insurance policy comparisons, namely, information comparing insurance coverage, terms and conditions; advice in the fields of personal finance, financial planning and investing

Education services, namely, online instruction featuring news, opinion, advice, and guidance in the fields of personal finance, financial planning and investing; educational services, namely, providing online reference materials in the nature of articles and blog posts in the fields of personal finance, financial planning and investing; providing a website featuring blogs and non-downloadable publications in the nature of articles in the fields of personal finance, financial planning and investing; education services, namely, online live instruction in the fields of personal finance, financial planning and investing

Providing temporary use of non-downloadable computer software for enabling personal financial advisory, analysis and financial planning services via the Internet and mobile telecommunication networks; providing temporary use of non-downloadable computer software for providing personal financial advisory, analysis and financial planning services via the Internet and mobile telecommunication networks; providing temporary use of non-downloadable computer software for enabling communication between financial advisors and customers; providing temporary use of non-downloadable computer software for tax planning; providing temporary use of non-downloadable computer software for enabling communication between financial advisors and customers for use in providing assistance with regard to personal finance, accounting and taxes; providing temporary use of non-downloadable computer software for enabling users to capture, upload, download, store, organize, and view information and data, all in the fields of tax planning, personal finance, accounting, financial management and generating and submitting applications for financial services; providing temporary use of non-downloadable software in the nature of a mobile web application for tax planning, personal finance, accounting and financial management; providing temporary use of non-downloadable computer software for use in providing automated personal financial management services; providing temporary use of non-downloadable computer software for organizing, tracking and reporting tax deductible expenses; providing temporary use of non-downloadable computer software for tracking charitable donations and calculating charitable tax deductions and fair market value of goods and services; providing temporary use of non-downloadable computer software for enabling users to create, edit, encrypt, send and share receipts, documents, images, photographs, and electronic messages, all in the fields of tax planning, personal and small business accounting, financial management, and generating and submitting applications for financial services; providing temporary use of non-downloadable computer software for use in providing technical support in the fields of tax return filing, personal and small business accounting, financial management, and generating and submitting applications for financial services; providing temporary use of non-downloadable software in the nature of a mobile web application for processing tax refunds and payments, financial management, generating and submitting applications for financial services and for organizing, tracking and reporting tax-deductible, personal and small business expenses; providing temporary use of non-downloadable computer software for personal financial management; providing temporary use of non-downloadable computer software for financial planning and financial management; providing temporary use of non-downloadable computer software for enabling users to retrieve financial information using mobile phones, smart phones, and mobile telecommunication networks; providing temporary use of non-downloadable computer software for investment tracking; providing temporary use of non-downloadable computer software for online banking, transaction management, bill tracking and management, expense tracking and management and accounting; providing temporary use of non-downloadable computer software for creating reports and graphs; providing temporary use of non-downloadable computer software for forecasting and analysis of data; providing temporary use of non-downloadable computer software for data aggregation; providing temporary use of non-downloadable computer software for providing banking, financial and bill payment alerts; providing temporary use of non-downloadable computer software for providing wireless access to data and databases; providing temporary use of non-downloadable computer software for enabling users to retrieve financial account balances using mobile phones, smart phones, and mobile telecommunication networks