PLANSCORE

Financial planning and investment advisory services; Financial advisory and consultancy services, namely, assisting financial advisors in creating, managing, storing, and presenting financial plans and client proposals; Financial advisory and consultancy services, namely, providing customized financial planning strategies using pre-designed templates and layouts; enabling financial advisors to generate and download completed financial plans and proposals in PDF format for client review and sharing; Financial advisory and consultancy services, namely, supporting financial advisors in delivering financial planning services within a membership platform; On-line financial planning services; Providing financial information services to financial advisors, namely, assisting them in creating, managing, and presenting financial plans and client proposals; providing guidance, tools, and templates to streamline financial planning processes; and supporting advisors in collecting, organizing, and maintaining client financial information; Financial advisory and consultancy services, namely, providing financial advisors with guidance on investment strategies and risk management; offering reporting, analytics, and visualization tools for client financial information and plans; and providing information in the field of finance and investments to support the delivery of financial planning services

Providing online, non-downloadable, short-form videos in the field of training modules, demonstrations, and instructional content in the field of advisor tools, financial planning software usage, and professional development for financial advisors; Providing a website featuring non-downloadable videos in the field of financial planning; Providing a web site that features informal instruction on financial planning methodologies and best practices, including educational templates, training materials, and resources for use by financial planners with clients and for professional collaboration with other financial advisors; Providing a web site that features informal instruction on the use of assessment tools for planning, scoring and improving financial plans

Providing temporary use of on-line non-downloadable software development tools for enabling financial advisors to create, manage, store, and generate financial plans and client proposals; Providing temporary use of on-line non-downloadable software development tools for collecting, organizing, and maintaining client financial information; Providing temporary use of on-line non-downloadable software development tools for generating financial plans using pre-designed templates and layouts in the field of financial planning; Providing temporary use of on-line non-downloadable software development tools for advisors to generate and download financial planning documents in PDF format, and enable advisors to share plans with clients or collaborate with other advisors within a membership platform; Providing temporary use of on-line non-downloadable software development tools for managing client accounts and financial plans via an advisor dashboard, and allowing customization of plan templates, with secure storage of client financial data; Software as a service (SAAS) services featuring software for enabling financial advisors to develop, assemble, and present financial plans and client proposals and to produce financial planning documents using structured templates in the field of financial planning