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Downloadable software for financial and banking clients to view portfolios and account information, monitor performance, access banking and investment features, and communicate with fiduciary advisors; Downloadable computer communications software to allow customers to access bank and investment accounts information and transact bank business

Investment advisory services and financial planning; Financial portfolio management; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, coordination, across a portfolio of accounts, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including public equity and debt investment services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement and brokerage accounts using a bank account; Providing a website featuring information in the field of investment advisory services, financial advice, and tax optimization; Investment advisory services, financial advice, and tax optimization services provided via downloadable mobile applications and a website; On-line cash account services.

Educational services, namely, providing educational resources including blog articles and written content, in the fields of investing, financial planning, banking, and portfolio management.