Providing temporary use of a non-downloadable web application for financial and investment services, namely, investment advice, personalized investment planning and tailored strategies to meet a consumer’s financial goals, insurance, trading, automated investment management and portfolio management, and ongoing management and optimization of investment portfolios

'advic':18 'applic':10 'autom':34 'consum':28 'download':8 'financi':12,30 'goal':31 'insur':32 'invest':14,17,20,35,46 'manag':36,39,42 'meet':26 'name':16 'non':7 'non-download':6 'ongo':41 'optim':44 'person':19 'plan':21 'portfolio':38,47 'provid':1 'servic':15 'strategi':24 'tailor':23 'temporari':2 'trade':33 'use':3 'web':9

Downloadable software in the nature of a mobile application for financial and investment services, namely, investment advice, personalized investment planning and tailored strategies to meet a consumer’s financial goals, insurance, trading, automated investment management and portfolio management, and ongoing management and optimization of investment portfolios

'advic':17 'applic':9 'autom':33 'consum':27 'download':1 'financi':11,29 'goal':30 'insur':31 'invest':13,16,19,34,45 'manag':35,38,41 'meet':25 'mobil':8 'name':15 'natur':5 'ongo':40 'optim':43 'person':18 'plan':20 'portfolio':37,46 'servic':14 'softwar':2 'strategi':23 'tailor':22 'trade':32

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