9
Mobile-based downloadable automated and customized personal financial management software for management of goals, management of personal financial accounts, daily monitoring of financial transactions and account balances for the purpose of supporting user's unique life goals; downloadable software in the nature of a mobile application for providing information in the field of finance, securities trading, investments, securities brokerage
36
Providing web and mobile-based, automated and customized personal financial management services built to support user's unique life goals, namely, providing personal financial management advice online regarding management of financial goals, management of personal financial accounts, daily monitoring of financial transactions and account balances, and financial reporting; providing financial information; providing financial information and financial advice via a website; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information and research in the field of finance and financial investments; financial planning and investment advisory services; financial services, namely, investment brokerage and electronic trading services for securities, stocks, bonds, capital investments, and equities; financial investment brokerage services
42
Providing non-downloadable web based, automated and customized personal financial management software for management of goals, management of personal financial accounts, daily monitoring of financial transactions and account balances for the purpose of supporting user's unique life goals; platform as a service (PAAS) featuring computer software platform for investment analytics and report, financial portfolio management, and compiling and analyzing statistics, data and other sources of information for financial purposes; providing temporary use of non-downloadable computer software via an online platform for brokerage and trading of investments, securities, stocks, bonds, capital investments, and equities; providing temporary use of non-downloadable computer software via an online platform for providing information in the field of finance, securities trading, investments, securities brokerage