Downloadable computer application software for automated and customized financial management, namely, software for an investment platform for monitoring and managing investment portfolios; Downloadable software in the nature of a mobile application for an investment platform for monitoring and managing investment portfolios

Financial advice; Financial advisory and consultancy services, namely, monitoring and managing investment portfolios; Financial advisory and consultancy services, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; Financial analyses; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consulting; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial information and evaluations; Financial information provided by electronic means; Financial investment brokerage services; Financial investment in the field of monitoring and managing investment portfolios; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, monitoring and managing investment portfolios; Financial portfolio analysis services; Financial portfolio management; On-line financial planning services; Providing financial advice via a website; Providing information in the field of financial appraisals via a website

Platform as a service (PAAS) featuring computer software platforms for monitoring and managing investment portfolios; Providing on-line non-downloadable software for an investment platform for monitoring and managing investment portfolios; Providing online non-downloadable computer software platforms for monitoring and managing investment portfolios; Providing temporary use of a non-downloadable web application for an investment platform for monitoring and managing investment portfolios; Software as a service (SAAS) services featuring software for monitoring and managing investment portfolios