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Downloadable computer software for asset and wealth management by individuals; Downloadable enterprise software for asset and wealth management by professional financial advisors

Financial asset management; Financial services, namely, wealth management services; Providing financial consultation services to professional financial advisors; Providing financial consultation services to individual investors; Providing financial information services to professional financial advisors; Providing financial information services to individual investors

Software as a service (SAAS) services featuring software for use in asset and wealth management by professional financial advisors; Software as a service (SAAS) services featuring software for use in asset and wealth management by individual inventors