Software as a service services featuring software for providing online research, analysis, consultation, education, planning, mentoring, platform-wide user-created note-taking, and social networking tools for the integration of finance, business, investments, and a holistic approach to life, all of the foregoing in the field of finance

'analysi':12 'approach':40 'busi':35 'consult':13 'creat':22 'educ':14 'featur':6 'field':49 'financ':34,51 'forego':46 'holist':39 'integr':32 'invest':36 'life':42 'mentor':16 'network':28 'note':24 'note-tak':23 'onlin':10 'plan':15 'platform':18 'platform-wid':17 'provid':9 'research':11 'servic':4,5 'social':27 'softwar':1,7 'take':25 'tool':29 'user':21 'user-cr':20 'wide':19

Financial research, analysis, consultation, planning, and management; financial collaboration, namely, financial planning services provided in consultation with an investment advisor to create strategic personal and professional investment strategies; investment management; financial portfolio construction and management

'advisor':20 'analysi':3 'collabor':9 'construct':33 'consult':4,16 'creat':22 'financi':1,8,11,31 'invest':19,27,29 'manag':7,30,35 'name':10 'person':24 'plan':5,12 'portfolio':32 'profession':26 'provid':14 'research':2 'servic':13 'strateg':23 'strategi':28

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