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Providing downloadable computer software and application software for mobile telephones and computers for use in managing personal financial management, processing electronic payments and transferring funds to and from others, transferring funds between financial accounts, personal financial management, financial planning, bill tracking and management, expense tracking and management, for retrieving financial account balances and financial transaction information

Providing online personal financial management services; Financial management of an individual's investment, retirement, savings, banking and other personal financial accounts; Monitoring of financial transactions and account balances and budgets for financial planning and budget planning purposes; Providing financial information and financial management services via computer and communication networks; Financial planning and wealth management services; Providing investment strategies and investment portfolios tailored to fit an individual investor; Providing financial information pertaining to personal finance, banking, investments and retirement planning on-line from a computer database or a global computer network

Non-downloadable computer software for managing savings and investments; Non-downloadable computer software for use in processing electronic payments and transferring funds to and from others; Non-downloadable computer software for use in transferring funds between financial accounts; Non-downloadable computer software for personal financial management, financial planning, bill tracking and management, expense tracking and management; Non-downloadable computer software for enabling users to retrieve financial account balances and financial transaction information; Providing a website featuring technology enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers