FINANCIAL ACTION

Providing temporary use of non-downloadable cloud-based software for financial advisors to assist individuals with managing personal financial tasks; Providing temporary use of non-downloadable cloud-based software for financial advisors to assist individuals with financial planning; Providing temporary use of a web-based software application for financial advisors to assist individuals with financial planning and managing personal financial tasks; Software as a service (SAAS) services featuring software for task management; Software as a service (SAAS) services featuring software for managing personal financial tasks