Providing a website featuring non-downloadable software for organizing, managing, and analyzing data related to investment management and financial planning, including determining current and future financial situations, determining saving needs, and asset allocation; Providing temporary use of a non-downloadable software for organizing, managing, and analyzing data related to investment management and financial planning, including determining current and future financial situations, determining saving needs, and asset allocation; Software as a service (SAAS) services featuring software for organizing, managing, and analyzing data related to investment management and financial planning, including determining current and future financial situations, determining saving needs, and asset allocation