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Downloadable computer and mobile application software consisting of learning modules, games and questionnaires in the fields of investing and managing personal finances; downloadable computer and mobile application software for use in providing customized behavioral financial advice; downloadable computer and mobile application software for creating investor personality profiles; downloadable computer and mobile application software for providing information in the field of finance, securities trading, investments, and securities brokerage; downloadable computer and mobile application software for use in accessing and managing financial investments; downloadable computer and mobile application software for financial asset management, portfolio management, discretionary portfolio management, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, and financial planning for retirement; downloadable computer and mobile application software for portfolio allocation, for portfolio monitoring and rebalancing, client document signing, client onboarding, and client management; downloadable computer and mobile application software for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities and equities; downloadable computer and mobile application software consisting of questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis

Financial and investment services, namely, financial investments in the field of securities, financial management, financial management via the internet, financial planning and investment advisory services; financial asset management, management of portfolios comprising securities, discretionary management of portfolios comprising securities, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, financial planning for retirement; financial securities and commodity trading services for others; margin lending, namely, money lending that allows the borrower to invest the money; financial services, namely, brokerage and trading services for securities, stocks, bonds, capital investments, commodities and equities; financial investment brokerage services; electronic financial trading services; providing web-based, automated and customized personal financial management services for others, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; providing information in the fields of investment and finance over computer networks and global communication networks; financial information provided by electronic means in the field of finance, securities trading, investments, securities brokerage

Software as a service (SaaS) services featuring questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis; providing online non-downloadable computer and mobile application software consisting of learning modules, games and questionnaires in the fields of investing and managing personal finances; providing online non-downloadable computer and mobile application software for use in providing customized behavioral financial advice; providing online non-downloadable computer and mobile application software for creating investor personality profiles; providing online non-downloadable computer and mobile application software for providing information in the field of finance, securities trading, investments, and securities brokerage; providing online non-downloadable computer and mobile application software for use in accessing and managing financial investments; providing online non-downloadable computer and mobile application software for financial asset management, portfolio management, discretionary portfolio management, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, and financial planning for retirement; providing online non-downloadable computer and mobile application software for portfolio allocation, for portfolio monitoring and rebalancing, client document signing, client onboarding, and client management; providing online non-downloadable computer and mobile application software for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities and equities; providing online non-downloadable computer and mobile application software consisting of questionnaires in the fields of investing, financial asset management, managing personal finances, managing financial investments, and financial analysis