09
Downloadable computer software in the nature of a mobile
application for use by businesses to select and manage
personalized and customized investments and borrowing for
themselves and their clients, namely, computer software,
assessing end user goals, objectives and risk tolerance,
recommending personalized and customized investment
portfolios, mortgage and other debt products, and acquiring
and managing investment portfolios, including socially and
environmentally responsible investments; downloadable
computer software for use by businesses to offer
personalized and customized investment and debt management
services to their clients and for themselves, namely,
computer software for assessing goals, objectives and risk
tolerance, recommending customized investment portfolios,
mortgages and other debt products, tax-loss harvesting, and
acquiring and managing personal investment portfolios,
including socially and environmentally responsible
investments; downloadable computer software in the nature of
a mobile application for businesses and consumers to engage
in and manage self-directed trading; downloadable computer
software in the nature of a mobile application for use by
end users to select and manage personalized and customized
investments and borrowing, namely, computer software for
assessing end user goals, objectives and risk tolerance,
recommending personalized and customized investment
portfolios, mortgage and other debt products, and acquiring
and managing investment portfolios, including socially
responsible investments; downloadable computer software for
use by businesses to offer personalized and customized
investment and debt management services to their end-users,
namely, computer software for assessing goals, objectives
and risk tolerance, recommending customized investment
portfolios, mortgages and other debt products, and acquiring
and managing personal investment portfolios, including
socially responsible investments; downloadable application
programming interface (API) software for integration of
third-party investment management applications and
platforms; downloadable software development kits (SDKs) for
integration of third-party investment management
applications and platforms
36
Services to assist consumers and other end users to select
and manage investments and borrowing, namely, providing
personalized and customized risk assessments, investment and
borrowing recommendations, and acquiring and managing
investments; brokerage services, to assist businesses to
select and manage investments and borrowing for themselves
and for their clients, namely, providing personalized and
customized risk assessments, investment, tax-loss
harvesting, and borrowing recommendations, and acquiring and
managing investments; self-directed trading services for
consumers and businesses for themselves and their clients;
self-directed trading services for consumers, and for
businesses on behalf of themselves and their clients
42
Providing temporary use of online-only, non-downloadable
software for use by businesses to select and manage
investments and borrowing for themselves and their clients,
namely, computer software for assessing objectives and risk
tolerance, recommending personalized and customized
investment portfolios and tax-loss harvesting, and acquiring
and managing investments; providing temporary use of
online-only, non-downloadable software for use by consumers
and other end users to select and manage investments and
borrowing, namely, computer software for assessing
objectives and risk tolerance, recommending personalized and
customized investment portfolios, and acquiring and managing
investments
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