ELEMENTS

Owners

Goods & Services

Downloadable computer application software for mobile phones, tablets, or other related electronic devices for accessing a software process used for producing and transmitting financial advice; Downloadable computer application software for mobile phones, tablets, or other related electronic devices for accessing a software process used to monitor financial health in each of the following areas: Savings, Spending, Debt, Taxes, Liquidity, Income, Retirement Accounts, Real Estate, Business, Financial Independence, Insurance, Investments and Estate Planning; Downloadable software, namely, communications software for electronically exchanging financial data and financial advice via computer, mobile, wireless, telecommunications networks; Downloadable communication software for use in the financial industry for communicating between financial professionals and their clients; Downloadable computer communications software to allow consumers to discuss financial health with their financial professionals; Downloadable communications software for connecting financial professionals with their customers; Downloadable computer software for the visualization, integration, and transmission of financial information between financial professionals and their clients; Downloadable software using bidirectional communication via the internet to monitor financial health and help consumers discuss financial health with financial professionals; Downloadable computer software for the transmission via the internet of financial data and analysis and financial advising between financial advisors and their clients, all of the foregoing directed towards professional financial advisors and dentists' practices

Software as a service (SAAS) featuring computer software platforms for an interactive application in the fields of finance and investment; providing an application software that provides communication between financial professionals and their clients; Software as a service (SAAS) services featuring software for financial health professionals and their clients; Platform as a service (PAAS) featuring software for financial data and financial advice communication management, all of the foregoing directed towards professional financial advisors and dentists' practices