Downloadable computer software and mobile applications for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial planning, financial risk management, financial management, financial education, investment management, corporate governance, proxy advisory services, proxy solicitation, proxy voting, shareholder services, shareholder education, and shareholder activism; Downloadable computer software and mobile applications used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, financial education, personal investment management, corporate governance, proxy advisory services, proxy solicitation, proxy voting, shareholder services, shareholder education, and shareholder activism

Providing business and market research services to individual and institutional financial investors and financial professionals; Providing activist campaign consultation; Providing statistics, analysis, and voter engagement metrics for businesses and shareholder activists; Providing information and analysis relating to economic market data, shareholder data, and activism data; Providing business development information and advice to financial professionals and activist investors; Providing information and analysis relating to corporate governance; Preparation of analyses and reports for others; Providing investment management services; Providing proxy solicitation services; Digital marketing and campaigns; Facilitation of proxy voting; Providing proxy advisory services; Providing financial education; Analyzing and compiling data for measuring the performance of shareholder activist initiatives

Investment management and advisory services; Brokerage services; Shareholder services; Investment research and data; Shareholder research and data; Investment and shareholder analysis; Corporate governance research and analysis; Proxy solicitation; Proxy advisory services; Online financial services, including investment management, financial research, financial education, shareholder services, proxy voting, proxy advisory services, proxy solicitation, and shareholder engagement

Providing use of online computer software and web applications for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial planning, financial risk management, financial management, financial education, investment management, corporate governance, proxy advisory services, proxy solicitation, proxy voting, shareholder services, shareholder education, and shareholder activism; Providing use of online computer software and web applications used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, financial education, investment management, corporate governance, proxy advisory services, proxy solicitation, proxy voting, shareholder services, shareholder education, and shareholder activism; Online blogs and other content related to investment, shareholder activism, proxy voting, financial education, and corporate governance