09
Computer application software for mobile devices, namely,
software for collecting, indexing, storing and managing
personal financial information and information relating to
the user's personal and real property, sharing, bookmarking,
indexing, storing, collecting and showcasing content,
articles, images, and products relating to the user's
personal and real property and financial assets, obtaining
insurance quotes, purchasing insurance policies, purchasing
and selling goods, and managing personal property for the
purpose of lending, borrowing, and donating such property,
and for managing information regarding personal property for
use in curating on-line offers and advertising such property
in connection with offers for the private sale of such
property
35
Financial records management; financial record-keeping for
personal financial accounting and wealth management
purposes; data compiling and analyzing in the field of
insurance; financial record-keeping for insurance
underwriting and insurance risk management; insurance lead
collection and matching services, namely, matching consumer
requests for insurance policy quotes collected over the
internet to pre-qualified insurance brokers, agents and
agencies interested in those requests; promotion of
financial and insurance services on behalf of third parties;
provision of an on-line marketplace for buyers and sellers
of goods and services; providing pricing and product
information about the goods and services of others via the
global computer network
36
Financial services, namely, wealth management services;
financial valuation of personal property and real estate;
providing insurance premium rate quotes via on-line means;
providing information in insurance matters; providing
web-based, automated and customized personal financial
management services, namely, customized financial management
of personal finance and personal property and real property
portfolio; and providing information on insurance,
financial, and wealth management matters
42
Hosting a web site featuring technology that enables users
to collect, index, store and manage personal financial
information and information relating to the users' personal
and real property, to share, bookmark, index, store, collect
and showcase content, articles, images, and products
relating to the users' personal and real property and
financial assets, to obtain insurance quotes, purchase
insurance policies, to purchase and sell goods, and to
manage personal property for the purpose of lending,
borrowing, and donating such property, and to manage
information regarding personal property for use in curating
on-line offers and advertising such property in connection
with offers for the private sale of such property; software
as a service (SAAS) services featuring software for
collecting, indexing, storing and managing personal
financial information and information relating to the user's
personal and real property, sharing, bookmarking, indexing,
storing, collecting and showcasing content, articles,
images, and products relating to the user's personal and
real property and financial assets, obtaining insurance
quotes, purchasing insurance policies, purchasing and
selling goods and managing personal property for the purpose
of lending, borrowing, and donating such property, and for
managing information regarding personal property for use in
curating on-line offers and advertising such property in
connection with offers for the private sale of such
property; and electronic data storage
45
Personal services in the nature of compiling inventories of
personal items for others to meet the needs of individuals,
for insurance or security purposes