MISSION, IMPACT, PERFORMANCE

Downloadable electronic publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management; downloadable mobile software for investment management and tracking; downloadable computer software for use in electronic trading of securities and portfolio management in the fields of finance, saving, investing, investments, and asset management; downloadable computer software for managing investment portfolios; downloadable computer software for maintaining, managing and reporting financial information; downloadable computer software for initiating, processing and tracking financial transactions; downloadable computer software for use by investment fund administrators to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; downloadable computer software for use in obtaining access to, and enhancing the user's experience of, an internet web site which provides news, information, transaction capability and online financial services; downloadable computer software for use by retirement plan sponsors to transmit and receive account information and other information by means of an online connection; downloadable computer software for use by financial investment advisors in portfolio allocation, and portfolio rebalancing

Providing an online interactive computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Providing employee assistance programs, namely, providing referral services to assist employees with personal and work-related problems in the fields of legal, financial, health, and family issues

Arranging and conducting educational conferences in the field of health and wellness; Providing an interactive website featuring information on exercise and fitness; Educational services, namely, providing online seminars and workshops in the field of health and wellness coaching

Medical screening; Medical health screening services in the field of health risk assessment; Consulting services in the field of nutrition, mental health and wellness; mental health counseling as it relates to emotions