INTELLIGENT ADVICE ENGINE

Downloadable computer software for analyzing financial data for use in connection with providing financial investment services and advice; downloadable computer software for assessing a user's financial situation and investment goals and recommending a financial investment strategy; downloadable computer software for determining and recommending financial products or portfolios of products; downloadable mobile application software for analyzing financial data for use in connection with providing financial investment services and advice; downloadable mobile application software for assessing a user's financial situation and investment goals and recommending a financial investment strategy; downloadable mobile application software for determining and recommending financial products or portfolios of products

Financial services, namely, wealth management services, money lending, mortgage planning; financial planning and investment advisory services; financial advice, namely, budget planning; banking services; mortgage lending services; consumer lending services; insurance brokerage services; insurance services, namely, underwriting, issuance, and administration of all types of insurance; providing insurance information; financial information provided by electronic means in the field of securities trading, investments, and commercial lending; providing financial assessment services

Providing temporary use of online, non-downloadable computer software for analyzing financial data for use in connection with providing financial investment services and advice; providing temporary use of online, non-downloadable computer software for assessing a user's financial situation and investment goals and recommending a financial investment strategy; providing temporary use of online, non-downloadable computer software for determining and recommending financial products or portfolios of products