CLEAR1

downloadable computer software for reviewing financial investments and managing documents for use in the fields of investing, investment management, financial analysis, financial planning, retirement planning, risk management, wealth management, financial portfolio management, insurance, insurance brokerage, and insurance products and services

providing online, non-downloadable computer software for reviewing financial investments and managing documents for use in the fields of investing, investment management, financial analysis, financial planning, retirement planning, risk management, financial portfolio management, insurance, insurance brokerage, and insurance products and services; software as a service (SAAS) services featuring software for reviewing financial investments and managing documents and providing online, non-downloadable computer software for reviewing financial investments and managing documents, all for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; software as a service (SAAS) services featuring software for managing and administering retirement plans, pension plans, and employee compensation plans and providing online, non-downloadable computer software for managing and administering retirement plans, pension plans, and employee compensation plans; software as a service (SAAS) services featuring software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions and providing online, non-downloadable computer software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions