Financial research, analysis, consultation, planning, and management; financial collaboration, namely, financial planning services provided in consultation with an investment advisor to create strategic personal and professional investment strategies; investment management; financial portfolio construction and management

Software as a service services featuring software for providing online research, analysis, consultation, education, planning, mentoring, platform-wide user-created note-taking, and social networking tools for the integration of finance, business, investments, and a holistic approach to life, all of the foregoing in the field of finance