Downloadable computer software and downloadable mobile applications for use by those who provide financial services, namely, software for collecting, organizing, analyzing, transmitting and storing data and information in the fields of financial management, financial risk management, and investment management; Downloadable computer software and downloadable mobile applications used in connection with financial services, namely, software for collecting, organizing, analyzing, transmitting and storing data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning

Providing web-based, automated and customized personal financial management services, namely, discretionary management of personal financial accounts, guidance and portfolio review, daily monitoring of financial transactions and account balances; financial services, namely, financial planning and investment advisory services via a website

Providing online, non-downloadable computer software in the field of financial services for collecting, organizing, analyzing, transmitting and storing data and information in connection with providing financial information, securities trading, financial risk management, investment management services, and retirement planning