Financial planning, consultation and investment advisory services regarding financial instrument options for use by financial planning and financial consulting professionals, but not for use directed at institutional investors

'advisori':6 'consult':3,19 'direct':25 'financi':1,9,15,18 'institut':27 'instrument':10 'invest':5 'investor':28 'option':11 'plan':2,16 'profession':20 'regard':8 'servic':7 'use':13,24

Software for use by financial planning and financial consulting professionals in the insurance and wealth management industries, but not for use directed at institutional investors

'consult':9 'direct':22 'financi':5,8 'industri':17 'institut':24 'insur':13 'investor':25 'manag':16 'plan':6 'profession':10 'softwar':1 'use':3,21 'wealth':15

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