INTELLIGENT ADVICE ENGINE

Owners

Goods & Services

Financial services, namely, wealth management services, money lending, mortgage planning; financial planning and investment advisory services; financial advice, namely, budget planning; banking services; mortgage lending services; consumer lending services; insurance brokerage services; insurance services, namely, underwriting, issuance, and administration of all types of insurance; providing insurance information; financial information provided by electronic means in the field of securities trading, investments, and commercial lending; providing financial assessment services

Providing temporary use of online, non-downloadable computer software for analyzing financial data for use in connection with providing financial investment services and advice; providing temporary use of online, non-downloadable computer software for assessing a user's financial situation and investment goals and recommending a financial investment strategy; providing temporary use of online, non-downloadable computer software for determining and recommending financial products or portfolios of products

Downloadable computer software for analyzing financial data for use in connection with providing financial investment services and advice; downloadable computer software for assessing a user's financial situation and investment goals and recommending a financial investment strategy; downloadable computer software for determining and recommending financial products or portfolios of products; downloadable mobile application software for analyzing financial data for use in connection with providing financial investment services and advice; downloadable mobile application software for assessing a user's financial situation and investment goals and recommending a financial investment strategy; downloadable mobile application software for determining and recommending financial products or portfolios of products