asset management and financial software, namely, software for financial planning, asset allocation analysis, and for providing portfolio recommendations and detailed personalized investment strategy

'alloc':12 'analysi':13 'asset':1,11 'detail':20 'financi':4,9 'invest':22 'manag':2 'name':6 'person':21 'plan':10 'portfolio':17 'provid':16 'recommend':18 'softwar':5,7 'strategi':23

financial services, namely, asset management, financial planning, asset allocation analysis, portfolio recommendations and personalized investment strategies

'alloc':9 'analysi':10 'asset':4,8 'financi':1,6 'invest':15 'manag':5 'name':3 'person':14 'plan':7 'portfolio':11 'recommend':12 'servic':2 'strategi':16

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