1SEI

Application software for use on mobile devices for providing access to investment and financial information and services; Computer application software for mobile phones and handheld computers, namely, software featuring financial and investment management advice; Computer software and 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; Computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities; Computer software for accessing, processing, reporting, and management of trust account information over a global computer network; Computer software for providing access to investment and financial information and services; Computer software providing information concerning securities transactions and holdings; Computer software for use in investment portfolio analysis; Computer software to be used in the employee benefit area; Downloadable computer application software for managing investment portfolios

Asset allocation services; Financial advisory services; Financial analysis and consulting services; Financial information and advisory services; Financial management services; Financial planning and investment advisory services; Financial planning services, namely, offering an integrated system providing fiscal assessment, evaluation, and monitoring; Financial portfolio management and analysis; Fixed income, mutual fund and equity trading services for other; Investment management services; Investment services; Management of accounts and investments; Mutual fund brokerage; Mutual fund and securities investment services; Providing financial information; Providing financial information via a web site; Providing an interactive website featuring online financial advice and investment management services; Trust administration services; Wealth management services

Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of financial services, namely, financial information, financial management, investment management services, and retirement planning; Providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; Providing temporary use of online non-downloadable interactive financial planning and investment software; Providing temporary use of online non-downloadable computer software for analyzing financial and investment information and for managing financial and investment information and portfolios