Financial consulting services, namely, services to assist consumers and other end users to select and manage investments and borrowing, namely, providing personalized and customized financial risk assessments, investment and borrowing advice, and acquiring and managing investments

'acquir':33 'advic':31 'assess':27 'assist':7 'borrow':19,30 'consult':2 'consum':8 'custom':24 'end':11 'financi':1,25 'invest':17,28,36 'manag':16,35 'name':4,20 'person':22 'provid':21 'risk':26 'select':14 'servic':3,5 'user':12

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

'acquir':43 'assess':31 'borrow':26 'comput':28 'consum':15 'custom':39 'download':10 'end':18 'invest':24,40,46 'manag':23,45 'name':27 'non':9 'non-download':8 'object':32 'onlin':6 'online-on':5 'person':37 'portfolio':41 'provid':1 'recommend':36 'risk':34 'select':21 'softwar':11,29 'temporari':2 'toler':35 'use':3,13 'user':19

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