Financial services, namely, providing an evaluation of a customer's investment portfolio to determine whether the portfolio invests in companies that align with the customer's values

'align':22 'compani':20 'custom':9,25 'determin':14 'evalu':6 'financi':1 'invest':11,18 'name':3 'portfolio':12,17 'provid':4 'servic':2 'valu':27 'whether':15

Web-based non-downloadable software for an evaluation of a customer's investment portfolio to determine whether the portfolio invests in companies that align with the customer's values

'align':26 'base':3 'compani':24 'custom':13,29 'determin':18 'download':6 'evalu':10 'invest':15,22 'non':5 'non-download':4 'portfolio':16,21 'softwar':7 'valu':31 'web':2 'web-bas':1 'whether':19

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