FULLY VESTED

Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors

Providing courses and seminars relating to financial advice and investment management, by means of live, online, audio, and video presentations; providing a web site featuring non-downloadable instructional and informational videos and reports in the field of financial advice and investment management

Technical support services and aggregation services that allows financial advisory firms and their clients to view multiple financial tools and accounts simultaneously, and allow users to provide professional financial advice, financial news, and financial offerings to clients; Customization of computer and mobile applications regarding banking, financial transaction services, automated financial tools, on-demand banking, and financial, investment, planning, and saving services, all of the foregoing related to the financial ecosystem for an individual; Platform as a service featuring computer software platforms for investment management services and financial reporting tools; platform as a service featuring computer software platforms for financial advisory firms and their clients to visualize, organize, and share financial goals, plans, and financial data with others