Downloadable software in the nature of a mobile application that provides commercial financial transaction data, account management, financial reporting, accounting features, and related reference information

Providing an online computer website that provides commercial financial transaction data, account management, financial reporting, accounting features, and related reference information

Financial consultation, namely, providing personalized recommendations of financial products and services to consumers; Providing an online website that provides information and advice in the field of personal finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning services

Educational services, namely, non-downloadable webinars, seminars, online journals in the nature of blogs, and non-downloadable videos in the field of finance

Providing a website featuring online non-downloadable software, with user-defined personal information for personal financial management, that enables users to view, track, monitor, consolidate, budget, analyze, receive reports on, and set goals for their personal finances; providing a website featuring online non-downloadable software that enables users to record, measure, manage and chart their progress regarding their financial status and goals