Financial advice and consultancy services; Financial advisory and consultancy services; Financial information and advisory services; Financial portfolio analysis services; Financial research and information services; Investment advisory services; Investment banking services; Investment risk assessment services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning and investment advisory services; Strategic financial advisory services

Platform as a service (PAAS) featuring computer software platforms for use in association with financial and investment services, management services, office management and administration assistance, and financial and investment assistance, namely, database management; Platform as a service (PAAS) featuring computer software platforms for use in association with accounting, business, compliance, account auditing, tax preparation, business management, business innovation, and financial management services, namely, tax preparation software; Providing a website featuring on-line non-downloadable software relating to financial and investment services, management services, office management and administration assistance, financial and investment assistance services that enables users to communicate with a financial specialist; Providing a website featuring on-line non-downloadable software in the fields of accounting, business, compliance, account auditing, tax preparation, business management, business innovation, and financial management that enables users to communicate with tax advisors; Providing temporary use of non-downloadable cloud-based software for use in the fields of financial and investment services, management services, office management, administration assistance, financial and investment assistance that allows users to communicate with financial advisors; Providing temporary use of non-downloadable cloud-based software for use in the fields of accounting, business, compliance, account auditing, tax preparation, business management, business innovation, and financial management, namely, tax preparation software; Providing temporary use of online, non-downloadable enterprise software for use in relation to financial and investment services, management services, office management and administration assistance, financial and investment assistance, namely, software for use in database management; Providing temporary use of online, non-downloadable enterprise software for use in the fields of accounting, business, compliance, account auditing, tax preparation, business management, business innovation, and financial management, namely, software for tax preparation; Software as a service (SAAS) services featuring software for use in association with financial and investment services, management services, office management and administration assistance, financial and investment assistance, namely, software for database management; Software as a service (SAAS) services featuring software for use in accounting, business, compliance, account auditing, tax preparation, business management, business innovation, financial management, namely, tax preparation software; Software as a service (SAAS) services, namely, hosting software for use by others in association with financial and investment services, management services, office management and administration assistance, financial and investment assistance, namely, software for use in database management; Software as a service (SAAS) services, namely, hosting software for use by others in the fields of accounting, business, compliance, account auditing, tax preparation, business management, business innovation, financial management, namely, tax preparation software