BRIGHTPLAN

Owners

Goods & Services

Software as a service (SAAS) services featuring software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in securities and other financial investment vehicles ] ; providing temporary use of online non-downloadable software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; providing temporary use of non-downloadable cloud-based software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of wealth creation and wealth management; providing temporary use of non-downloadable cloud-based software for educating investors and clients in the field finance; providing temporary use of non-downloadable cloud-based software for enabling users to sign and execute documents

Provision of financial information in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, tax planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; providing a website featuring information, namely, digital content in the nature of documents, articles and informational resource tools in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, tax planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; financial services, namely, financial advice, [ investment management, ] financial planning, and financial consultancy; investment advisory services