Computer software for enabling users to engage in financial activities, namely, budget management, account aggregation, investment management, risk management, general tax planning, and estate planning

'account':14 'activ':10 'aggreg':15 'budget':12 'comput':1 'enabl':4 'engag':7 'estat':24 'financi':9 'general':20 'invest':16 'manag':13,17,19 'name':11 'plan':22,25 'risk':18 'softwar':2 'tax':21 'user':5

Software as a service (SAAS) services featuring software for enabling users to engage in financial activities, namely, budget management, account aggregation, investment management, risk management, general tax planning, and estate planning

'account':20 'activ':16 'aggreg':21 'budget':18 'enabl':10 'engag':13 'estat':30 'featur':7 'financi':15 'general':26 'invest':22 'manag':19,23,25 'name':17 'plan':28,31 'risk':24 'saa':5 'servic':4,6 'softwar':1,8 'tax':27 'user':11

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