85947512
May 31, 2013
Providing a secured-access, members only website featuring technology that gives members the ability to perform certain tasks in connection with their registered financial accounts with Applicant, namely; organize financial account data in one place, connect financial accounts, and obtain a complete financial snapshot of user's personal website's home page; set up budgets and track expenses; set financial goals and track progress; store personal financial documents; and perform simulations that show the effect of selected financial decisions on lifetime cash flow, retirement goals, and estate scenarios
Computer and Scientific