Downloadable computer software for automated portfolio management, transfer and investment of funds, recommending funds, portfolio allocation and optimization, portfolio rebalancing, cash management, banking services, and for creating reports in connection therewith

Investment advisory services; Investment management; Investment of funds; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading and rebalancing; Financial services, namely, investment fund transfer and transaction services; Cash management; Banking services