EARLY

Owners

Goods & Services

Providing temporary use of non-downloadable software for the purpose of individual consumers to track the profitability of their financial portfolios and process investments; Providing temporary use of non-downloadable software for the purpose of individual consumers to process checking account and investment account transactions; Providing temporary use of non-downloadable software for investing money directly into financial portfolios; Providing temporary use of non-downloadable software, namely, software that provides information about financial portfolios

Downloadable software in the nature of a web-based downloadable application and downloadable mobile application for the purpose of individual consumers to track the profitability of their financial portfolios and process investments; Downloadable software in the nature of a web-based downloadable application and downloadable mobile application for the purpose of individual consumers to process checking account and investment account transactions; Downloadable software in the nature of a web-based downloadable application and downloadable mobile application for investing money directly into financial portfolios; Downloadable software in the nature of web-based downloadable application and downloadable mobile application, namely, software that provides information about financial portfolios