36
Provision of protective investment solutions for financial
planning professionals; financial services, namely,
investment advice, investment management, investment
consultation and investment of funds for others; investment
by electronic means; investment consultancy; investment
advisory services; provision of online financial
information, research and investment recommendations for
financial planning professionals; investment management
services; financial analysis and consultation; providing
information in the field of financial planning and
investment for financial planning professionals; providing
information pertaining to financial tools and products for
financial planning professionals; financial services,
namely, financial management, consultation and advice in the
field of alternative investments
42
Platform as a service (PaaS) featuring computer software
platform that allows financial planning professionals to
track, monitor, and manage investment portfolios; platform
as a service (PaaS) featuring computer software platform for
investment portfolio selection, construction, monitoring,
reporting, and management; platform as a service (PaaS)
featuring computer software platform for managing
investments; platform as a service (PaaS) featuring computer
software platform for use in the fields of financial
management, investment tracking, portfolio analysis,
portfolio management, investment reporting, and investment
performance measurement; platform as a service (PaaS)
featuring computer software platform that allows users to
research, analyze, and invest in annuities, buffer EFTs,
structured notes, and alternative investments; platform as a
service (PaaS) featuring computer software platform that
allows users to manage and administer investments; platform
as a service (PaaS) featuring computer software platform
that allows banks, issuers, and financial institutions to
sell annuities, ETFs, structured notes, and alternative
investments to financial planning professionals and their
clients; providing on-line non-downloadable software in the
nature of a financial technology software platform for
providing information, analysis, management and
administration services in the field of investments;
platform as a service (PaaS) featuring computer software
platform that enables investors to select, issue and monitor
financial products; platform as a service (PaaS) featuring
computer software platform that provides protective
investment solutions for financial planning professionals;
platform as a service (PaaS) featuring computer software
platform that allows financial planning professionals draft
proposals; platform as a service (PaaS) featuring computer
software platform that allows financial planning
professionals to draft and deliver customized financial
planning strategies and asset management and investment
advice