Downloadable 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':15 'activ':11 'aggreg':16 'budget':13 'comput':2 'download':1 'enabl':5 'engag':8 'estat':25 'financi':10 'general':21 'invest':17 'manag':14,18,20 'name':12 'plan':23,26 'risk':19 'softwar':3 'tax':22 'user':6

Software as a service (SAAS) provider 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 'provid':6 'risk':24 'saa':5 'servic':4 'softwar':1,8 'tax':27 'user':11

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