SODA

Association services, namely, promoting the interests of financial data aggregators, financial institutions and individual consumers by requiring a minimum level of data security and financial lifecycle and transaction transparency to maximize industry confidence and data sharing for the benefit of all parties and the taking of action related thereto, namely, legislative services in the nature of commercial lobbying services, tax consultation, accounting services, best practices in the nature of business management services affecting member institutions and the financial industry generally and regulatory services in the nature of providing a set of standards for financial data aggregation, providing oversight to validate compliance with these standards, providing enforcement of these standards and providing an agency to which institutions wishing to advertise compliance with these standards may submit regular reports to evidence compliance

Financial advisory and consultancy services; Financial information provided by electronic means; Financial information provided by electronic means in the field of online monitoring and tracking services for financial and e-commerce transactions relating to the status of securities and other financial instruments; Providing financial assessment services to institutions in the financial industry and consumers of information provided by these institutions; Providing financial assessment services to institutions in the financial industry and consumers of information provided by these institutions, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information for the purpose of assessing financial wellbeing and providing comprehensive and accurate financial reporting, information and advice; Providing financial assessment services to institutions in the financial industry and consumers of information provided by these institutions, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information; Providing financial information services to others; Providing financial information services to others, namely, providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communications networks