INNOVATION THAT TRANSFORMS FINANCIAL LIVES

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downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for financial transaction processing and management; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing financial records; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, investing, and personal net worth data; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for obtaining access to a web site which provides news, information and online financial services; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors for portfolio allocation, financial sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; downloadable authentication software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and downloadable computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication for account and identity management, implementing security measures, and developing electronic safeguards protecting online accounts by monitoring of bank, broker, credit card and other financial accounts for security and identity threats; Downloadable computer software for recordkeeping and management of retirement accounts; Downloadable computer software for migration and transfer of financial accounts; Downloadable mobile applications being computer programs using artificial intelligence and machine learning for educational purposes in the fields of finance, retirement, investments, personal finance, and wealth management; Downloadable computer software for the creation of personalized financial strategies which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards, and for initiating, processing and tracking financial transactions; Downloadable computer software for debt management, savings strategies, and budgeting by managing money, and recording and tracking financial transactions; Downloadable computer software for use as a digital wallet

Financial record keeping services for namely, organizing and indexing electronic databases of financial and investments records for others for retirement and investment accounts; Database management; management being provision of an online computer database in the field of finances where individuals may store financial, retirement and investment related data; financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; providing business information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Market research; Business research; Market analysis and research services; Providing business information in the field of employee benefits

Financial investment analysis; Financial planning analysis; Personal finance analysis in the nature of providing information in the field of personal finance; Providing financial information the fields of personal finance, financial planning, investments, debt management, retirement, and financial trends; Investment of funds for others; investment and retirement fund being private equity funds management; mutual fund investment services; Annuity underwriting and investment management of and distribution of annuities; underwriting and administration of individual and group annuities; Individual retirement account services; financial services, namely, investment account financial management services, financial investment brokerage services, financial planning for retirement, financial planning services, securities brokerage, all via computer and communications networks; providing financial services, namely, processing credit card transactions via computer and communication networks; provision of financial information; providing financial management services via computer and communication networks; providing electronic transaction services via computer and communication networks, namely, processing debit card transactions; providing online investment advisory services; investment advisory services; retirement funds investment services; retirement plan administration services, namely, financial administration of retirement plans; investment management services; brokerage and distribution of mutual funds, securities and annuities; wealth management services; providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; investment advisory services in the nature of creating customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Financial planning, namely, creating personalized strategies utilizing diversity, equity and inclusion data; providing financial information pertaining to personal finance, investments and retirement planning, through electronic means; providing financial information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial Investment research; Financial research; Financial analysis and research services; Information, advisory, consultancy and financial research services relating to finance and investments; Venture capital financing; Providing venture capital, development capital, private equity, and investment funding; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, the creation of strategies for debt management, savings, and budgeting; Estate planning; Gender inclusive estate planning; Estate and financial planning for the LGBTQ+ community; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Consulting services in the fields of employee benefit plans; Advisory services in the fields of employee benefit plans; Financial services offered via computer and communication networks, including digital wallet services, namely, namely, establishing funded accounts used to purchase goods and services on the Internet

Providing a website featuring blogs in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Providing online non-downloadable videos in the fields of finance, financial planning, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities

Providing temporary use of online non-downloadable software and applications in the nature of calculators for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for budgeting, managing money by accessing, maintaining, managing and reporting financial information, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for managing, organizing, and sharing financial and investment data for use in financial planning and management, investments, and retirement planning and related applications; Providing temporary use of online non-downloadable computer software and applications for performing queries and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Collaborative computer programming events for others in the nature of hackathons; Providing temporary use of online non-downloadable software using artificial intelligence and machine learning for education in the fields of finance, retirement, investments, personal finance, and wealth management; Software as a service (SAAS) services featuring software using artificial intelligence and machine learning for education in the fields of finance, retirement, investments, personal finance, and wealth management; Providing temporary use of online non-downloadable software for accessing, maintaining, managing and reporting financial information for the creation of personalized financial strategies; Providing temporary use of online non-downloadable software for accessing, maintaining, managing and reporting financial information for debt management, savings strategies, and budgeting; Providing temporary use of on-line non-downloadable computer software for use as a digital wallet