POCKETFOLIO

Owners

Goods & Services

providing temporary use of online, non-downloadable software for accessing, viewing, tracking, managing, creating reports from and consolidating personal financial investment accounts; providing temporary use of online, non-downloadable software for opening and initiating transactions in personal investment accounts; providing temporary use of online, non-downloadable software to investment advisors for collaboration with and managing automated communications for financial clients; providing temporary use of online, non-downloadable software to investment advisors for monitoring, tracking and reporting of, and accounting for, asset allocation and performance in client financial investment accounts

providing investment services, namely, providing information and reporting on the composition, performance, analysis and management of and accounting for personal investment accounts over computer networks

downloadable software, namely, computer applications and mobile applications for accessing, viewing, tracking, managing and consolidating personal financial investment accounts; downloadable software, namely, computer applications and mobile applications for opening, collaboration on, and initiating trasactions in personal investment accounts