Software as a service (SAAS) services featuring software for financial portfolio management; platform as a service (PAAS) featuring computer software platforms for financial portfolio management; cloud computing featuring software for financial portfolio management; providing temporary use of a web-based software application for financial portfolio management

'applic':43 'base':41 'cloud':26 'comput':19,27 'featur':7,18,28 'financi':10,23,31,45 'manag':12,25,33,47 'paa':17 'platform':13,21 'portfolio':11,24,32,46 'provid':34 'saa':5 'servic':4,6,16 'softwar':1,8,20,29,42 'temporari':35 'use':36 'web':40 'web-bas':39

Financial and investment portfolio analysis and management services, namely, financial and investment portfolio analysis and management using dynamic asset allocation models implemented using artificial intelligence software, providing recommendations and management tools for creating optimized investment portfolios, and providing a software-implemented platform for customer access to financial, investment, and tax information, analysis, and management

'access':46 'alloc':20 'analysi':5,14,53 'artifici':24 'asset':19 'creat':33 'custom':45 'dynam':18 'financi':1,10,48 'implement':22,42 'inform':52 'intellig':25 'invest':3,12,35,49 'manag':7,16,30,55 'model':21 'name':9 'optim':34 'platform':43 'portfolio':4,13,36 'provid':27,38 'recommend':28 'servic':8 'softwar':26,41 'software-impl':40 'tax':51 'tool':31 'use':17,23

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