NINO

Owner

Goods & Services

Downloadable computer software and mobile application software for personal financial planning, tax planning, wealth management, personal investment planning, and retirement planning; Downloadable mobile application software for tax optimization, namely, identifying tax-loss harvesting opportunities, analyzing equity compensation tax implications, and generating tax savings recommendations; Downloadable mobile application software for aggregating, tracking, and analyzing personal financial data, namely, income, investments, equity compensation, taxes, and expenses; Downloadable mobile application software for generating personal financial projections, forecasts, and what-if scenario modeling for use in personal financial planning and tax planning; Downloadable computer software for personal financial planning, tax planning, wealth management, personal investment planning, and retirement planning; Downloadable computer software for tax optimization, namely, identifying tax-loss harvesting opportunities, analyzing equity compensation tax implications, and generating tax savings recommendations; Downloadable computer software for aggregating, tracking, and analyzing personal financial data, namely, income, investments, equity compensation, taxes, and expenses; Downloadable computer software for generating personal financial projections, forecasts, and what-if scenario modeling for use in personal financial planning and tax planning