SEE THINGS IN HD

Computer software and mobile applications for use in conducting financial and investment transactions and managing personal finances and investments; Downloadable software in the nature of a mobile application for accessing and reviewing advice and information in the field of finance and investments; Downloadable software in the nature of a mobile application for conducting financial assessments of individual investors; Downloadable software in the nature of a mobile application for conducting investment portfolio review and analysis; Downloadable software in the nature of a mobile application for tax preparation and filing

Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, commodity brokerage, stock brokerage, insurance brokerage, and financial information; Printed financial services forms to financial services representatives

Providing online business information in the field of financial services and taxation; Providing online business information, namely, commission statements, quarterly reports, client account information and invoices to financial services representatives; Dissemination of advertising for others via the internet; Promoting the goods and services of others through search engine referral traffic and analysis; Providing tax and taxation information, consultation, calculation, preparation, and e-filing services

Providing on-line, non-downloadable software for the creation, marketing and presentation of financial plans for financial advisors and consumers; Providing on-line non-downloadable software for creating reports identifying investment and planning opportunities for federal tax returns; Providing online non-downloadable software for assisting users in the preparation of common legal documents, namely, wills and estate planning documents; Providing online non-downloadable software for tax calculating, preparing, and filing; Transaction processing software, namely, providing temporary use of on-line non-downloadable software for processing tax payments; Providing on-line non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; Providing temporary use of on-line non-downloadable cloud computing software for financial planning or financial advice; Providing temporary use of on-line non-downloadable software in the financial planning field of financial services, namely, software for the design, assessment, management, and reporting of financial plans and software for the management of financial advisor, certified financial planner and certified public accountant marketing and client communications; Providing a website featuring temporary use of online non-downloadable software for the creation, marketing and presentation of financial plans, for use by professional financial advisers, certified financial planners, and certified public accountants; Software as a service (SAAS) services featuring software for use in conducting financial and investment transactions and managing personal finances and investments; software as a service (SAAS) services featuring software for use in conducting financial assessments of individual investors; software as a service (SAAS) services featuring software for use in investment portfolio review and analysis; Computer services, namely, creating computer network-based indexes of information, sites, and other resources available on computer networks; searching and retrieving information, sites, and other resources available on computer networks for others; computer services, namely, providing search engines for obtaining data on a global computer network; Help desk support services, both online and via telephone, to assist with the preparation of tax returns and financial services