Providing on-line, non-downloadable software for the creation, marketing and presentation of financial plans; Providing on-line, non-downloadable software for consumers to access, modify, and collaborate on personalized financial plans by financial advisors; Software as a service (SaaS) services featuring software for use by financial advisers and consumers in the field of wealth management

'access':29 'advis':52 'advisor':39 'collabor':32 'consum':27,54 'creation':11 'download':7,24 'featur':46 'field':57 'financi':16,35,38,51 'line':4,21 'manag':60 'market':12 'modifi':30 'non':6,23 'non-download':5,22 'on-lin':2,19 'person':34 'plan':17,36 'present':14 'provid':1,18 'saa':44 'servic':43,45 'softwar':8,25,40,47 'use':49 'wealth':59

Financial planning and investment advisory services; financial services, namely, wealth management services; financial services, namely, mutual funds and capital investment

'advisori':5 'capit':19 'financi':1,7,13 'fund':17 'invest':4,20 'manag':11 'mutual':16 'name':9,15 'plan':2 'servic':6,8,12,14 'wealth':10

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