downloadable application software for use in accessing and managing financial investments; downloadable software for financial asset management, portfolio management, discretionary portfolio management, financial investments in the field of exchange traded funds, securities, and other financial options, financial management, financial management by the internet, financial planning and investment advisory services, financial planning for retirement; downloadable software for portfolio allocation, for portfolio monitoring and rebalancing, client document signing, client on boarding, client management

Financial and investment services, namely, financial investments in the field of securities, financial management, financial management via the internet, financial planning and investment advisory services, hedge fund management