IFI

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Goods & Services

Downloadable mobile applications enabling end users to aggregate and manage their personal financial information, review accounts, transaction histories, and transactions with financial institutions, namely, account activity in bank accounts, credit card accounts, investment accounts and loan accounts, and create and manage personal budgets and categorize financial expenditures, namely, qualifying financial expenditures according to personal budgets

Online personal financial management services, in the nature of managing and aggregating personal financial information, reviewing accounts, reviewing transaction histories, and reviewing transactions with financial institutions, namely, account activity in bank accounts, credit card accounts, investment accounts and loan accounts, and creating and managing personal budgets and categorizing financial expenditures, namely, qualifying financial expenditures according to personal budgets

Providing a website featuring online non-downloadable software enabling personal financial management by end users, namely, aggregating and managing their personal financial information, reviewing accounts, transaction histories and transactions with financial institutions, namely, account activity in bank accounts, credit card accounts, investment accounts, and loan accounts, and creating and managing personal budgets and categorizing financial expenditures, namely, qualifying financial expenditures according to personal budgets