Providing financial information; financial portfolio management services; financial evaluation, tracking, analysis, forecasting, advisory and research services relating to securities and other financial instruments; providing financial and investment advice; financial asset management; financial consultancy, namely, providing recommendations for investment trading, rebalancing and tax management

'advic':28 'advisori':13 'analysi':11 'asset':30 'consult':33 'evalu':9 'financi':2,4,8,22,25,29,32 'forecast':12 'inform':3 'instrument':23 'invest':27,38 'manag':6,31,43 'name':34 'portfolio':5 'provid':1,24,35 'rebalanc':40 'recommend':36 'relat':17 'research':15 'secur':19 'servic':7,16 'tax':42 'track':10 'trade':39

Software as a service (SAAS) services, namely, hosting software for use by others for use in connection with financial analysis, portfolio management, performance tracking, forecasting, trading, rebalancing, and tax management

'analysi':20 'connect':17 'financi':19 'forecast':25 'host':8 'manag':22,30 'name':7 'other':13 'perform':23 'portfolio':21 'rebalanc':27 'saa':5 'servic':4,6 'softwar':1,9 'tax':29 'track':24 'trade':26 'use':11,15

SMARTLEAF

Owners

Goods & Services