Software as a service services featuring software for family financial management, namely, to facilitate financial control, auditing, and to allow communication between users; providing online non-downloadable software for tax calculation, tax planning, and tax return preparation and filing; providing online non-downloadable software for comparing, managing, and purchasing insurance offered by third parties; providing online non-downloadable software for providing information about insurance offered by third parties

'allow':20 'audit':17 'calcul':32 'communic':21 'compar':48 'control':16 'download':28,45,61 'facilit':14 'famili':9 'featur':6 'file':40 'financi':10,15 'inform':65 'insur':52,67 'manag':11,49 'name':12 'non':27,44,60 'non-download':26,43,59 'offer':53,68 'onlin':25,42,58 'parti':56,71 'plan':34 'prepar':38 'provid':24,41,57,64 'purchas':51 'return':37 'servic':4,5 'softwar':1,7,29,46,62 'tax':31,33,36 'third':55,70 'user':23

Financial investment consulting services; financial planning and advisory services; financial asset management; financial planning for retirement; financial counseling services

'advisori':8 'asset':11 'consult':3 'counsel':18 'financi':1,5,10,13,17 'invest':2 'manag':12 'plan':6,14 'retir':16 'servic':4,9,19

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