NAVOS

Owner

Goods & Services

Downloadable software for finance management; Downloadable software for investment management; Downloadable software for finance management, namely, software for providing automated financial advice, personal finance management, and investment portfolio management

Financial advisory services; Financial consultancy services; Financial administration of savings and investment accounts; Financial administration of custodial accounts; Financial advisory and consultancy services, namely, opening, funding, and managing savings and investment accounts; Financial administration of 529 education savings plans, Section 530A accounts, and Uniform Gifts to Minors Act (UGMA) and Uniform Transfer to Minors Act (UTMA) custodial accounts; Financial advisory and consultancy services, namely, opening, funding, and managing 529 education savings plans, Section 530A accounts, and Uniform Gifts to Minors Act (UGMA) and Uniform Transfer to Minors Act (UTMA) custodial accounts

Software as a service (SAAS) services featuring software for finance management; Software as a service (SAAS) services featuring software for investment management; Software as a service (SAAS) services featuring software for finance management, namely, software for providing automated financial advice, personal finance management, and investment portfolio management; Software as a service (SAAS) services featuring software for managing bank accounts and personal finance; Software as a service (SAAS) services featuring software for providing, monitoring, and tracking financial data and information; Software as a service (SAAS) services featuring software for providing, monitoring, and tracking financial data and information, namely, personal financial data, investment goals, account balances, and tax reports