Financial and investment services, namely, providing financial retirement plan consulting services and financial information and advice related to the client's financial well-being and financial goals and providing stock plan administration services

'administr':33 'advic':16 'client':20 'consult':10 'financi':1,7,13,22,27 'goal':28 'inform':14 'invest':3 'name':5 'plan':9,32 'provid':6,30 'relat':17 'retir':8 'servic':4,11,34 'stock':31 'well':24 'well-b':23

Consulting services related to business management of equity compensation plans, namely, stock option and share purchase plans and related transactions

'busi':5 'compens':9 'consult':1 'equiti':8 'manag':6 'name':11 'option':13 'plan':10,17 'purchas':16 'relat':3,19 'servic':2 'share':15 'stock':12 'transact':20

Software as a service featuring a software platform to provide for administering and managing equity compensation plans, namely, stock option and share purchase plans and related transactions

'administ':12 'compens':16 'equiti':15 'featur':5 'manag':14 'name':18 'option':20 'plan':17,24 'platform':8 'provid':10 'purchas':23 'relat':26 'servic':4 'share':22 'softwar':1,7 'stock':19 'transact':27

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