Downloadable computer application software for aggregating financial data including financial information from third party data, namely, insurance policies, property deeds, wills, trust documents, 401(k) statements, investment statements, retirement funds; downloadable computer software for producing financial models; downloadable database management software for use by financial advisors, namely, for planning tax planning, retirement planning and projection, estate planning, education planning, insurance review and recommendations, financial advice for children of client

'401':24 'advic':65 'advisor':46 'aggreg':6 'applic':3 'children':67 'client':69 'comput':2,32 'data':8,15 'databas':39 'deed':20 'document':23 'download':1,31,38 'educ':58 'estat':56 'financi':7,10,36,45,64 'fund':30 'includ':9 'inform':11 'insur':17,60 'invest':27 'k':25 'manag':40 'model':37 'name':16,47 'parti':14 'plan':49,51,53,57,59 'polici':18 'produc':35 'project':55 'properti':19 'recommend':63 'retir':29,52 'review':61 'softwar':4,33,41 'statement':26,28 'tax':50 'third':13 'trust':22 'use':43 'will':21

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