BNY MELLON CUSTOM TARGET DATE BUILDER

Providing digitized financial and financial investment related information for use by others; financial services, namely, providing information, analysis, news and commentary about investment products, namely, mutual funds; providing financial information in the field of investment opportunities

Software as a service (SAAS) featuring an online, non-downloadable information delivery, transaction management and reporting software platform via a global computer network that enables retirement plan advisers to build asset allocations, select investment strategies, and develop customized investment solutions for others based on institutional research; Software as a service (SAAS) featuring an online, non-downloadable information delivery, transaction management and reporting software platform via a global computer network that enables retirement plan advisers to manage and view investment accounts and portfolio information of others; Software as a service (SAAS) featuring an online, non-downloadable information delivery, transaction management and reporting software platform for use by retirement plan advisers in rendering financial services, namely, software for customizing, analyzing, organizing, storing and transmitting data, models and information in the fields of personal investment management and retirement planning