Downloadable application software for use on mobile devices for providing access to investment and financial information and services; Mobile applications for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial management and investment management; Mobile applications for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Mobile applications for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities; Mobile applications for providing access to investment and financial information and services; Mobile applications for use in investment portfolio analysis; Mobile applications for managing investment portfolios

Asset allocation services in the nature of financial asset management; Financial management services; Financial management in the nature of financial performance management; Financial information provided by electronic means; Financial portfolio management and analysis; Investment management services; Management of accounts and investments in the nature of trust management accounts and investment management; Providing financial information; Investment fund administration; Transfer agency services rendered to issuers of investment securities; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Providing investors with financial information

Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of financial and investment services, namely, financial information, financial management, investment and wealth management services; Providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of financial information and transactions; Providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments; Providing temporary use of online non-downloadable computer software for analyzing financial and investment information and for managing financial and investment information and portfolios; Providing temporary use of on-line non-downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Providing temporary use of on-line non-downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities; Software as a service featuring software for use in online accessing of market data, pricing data, market reports and analytics; Providing temporary use of on-line non-downloadable computer software for document management