98124630
Aug 9, 2023
Downloadable software in the nature of a mobile application for providing financial account information, managing and tracking wealth and investments
Electrical and Scientific ApparatusActuarial services; Financial planning; Financial advisory and consultancy services, namely, asset custody account services for individuals, self-directed IRAs, trusts, non-profits and corporations, trustee services, agency services for trustees; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial trust planning; Investment advisory services; Investment management; Trustee services; Financial administration of retirement plans; Financial administration of estates, financial accounts, third party accounts, trusts; Financial trust administration; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Insurance and FinancialProviding on-line non-downloadable software for accessing financial account information, and managing and tracking wealth and investments; Providing a website featuring on-line non-downloadable software that enables users to access financial account information, and manage and track wealth and investments
Computer and Scientific