97620821
Oct 5, 2022
Database management; Financial and investments records management services offered through the organizing and indexing of electronic databases of financial and investments records for others
Advertising and BusinessProviding web-based, automated and customized personal financial management services, namely, customized management of an individual's passive investments; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information for their passive investments
Insurance and FinancialProviding temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of personal passive investments; Providing temporary use of online non-downloadable software and applications for use in accessing financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions for passive investments
Computer and Scientific