EMPOWER PROPOSAL SYSTEM

Owners

Goods & Services

Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching, analyzing, and managing investments of individuals, by electronic means.

Downloadable computer software for use in the field of personal finance, investments and accounting; Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to request and manage financial retirement plans; Downloadable computer software for use by financial investment advisors in portfolio construction, portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing

Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in retirement and tax planning; Providing temporary use of online non-downloadable software and applications for maintaining, managing and reporting financial information and investment portfolios; Providing temporary use of online non-downloadable software and applications for use by financial service providers to request and manage financial retirement plans; Providing temporary use of online non-downloadable software and applications for use by financial investment advisors in portfolio construction, portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing

Providing a website to manage investment and retirement accounts; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Provision of financial information; Providing financial management services via computer and communication networks; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services; Investment management services; Wealth management services; Providing information pertaining to personal finance, investments and retirement planning, through electronic means; Financial services, namely, investment portfolio construction.