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[ Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry; Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface ]

Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research