Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors

Services for the creation, development, and customization of financial planning, financial transaction, financial goal management and other tools related to a comprehensive financial picture of a financial professional's client that is controllable by the financial advisory firm as the client's representative and/or the client individual and/or household and their financial advisor; interconnected presentation and analysis of financial plans, provision of financial advice and related services to further financial goals, desires, and interests as well as connection to relevant and/or recommended services, either recommended by the financial advisory firm or at their direction; technical support services and aggregation services that allow financial advisory firms and their clients to view multiple financial tools, financial accounts at once as well as that further that provision of professional financial advice and financial news and financial offerings to clients; services that allow a financial advisory firm and their clients to visualize, organize, and securely share financial goals, plans, and other information to their selected recipients; catalogues offering and customization of computer and mobile applications regarding banking, financial transaction services, automated financial tools, on-demand banking, and other financial, investment, planning, saving and other services related to the financial ecosystem for an individual