WALKTHROUGH

downloadable software for financial planning, financial management, financial research, and creating personalized financial plans; downloadable software in the nature of a mobile application for financial planning, financial management, financial research, and creating personalized financial plans

financial services, namely, financial planning, management, and research; financial planning services, namely, creating personalized financial plans

platform as a service (paas) featuring computer software platforms for use in financial planning, financial management, financial research, and creating personalized financial plans; providing on-line non-downloadable software for use in financial planning, financial management, financial research, and creating personalized financial plans; software as a service (saas) services featuring software for use in financial planning, financial management, financial research, and creating personalized financial plans