Downloadable computer software that stores data locally on a user's device for personal financial reconciliation, budgeting, cash management, investment tracking, and financial education in the field of investing, excluding software for providing personalized investment advice or registered investment advisory services.

'advic':36 'advisori':40 'budget':17 'cash':18 'comput':2 'data':6 'devic':12 'download':1 'educ':24 'exclud':30 'field':27 'financi':15,23 'invest':20,29,35,39 'local':7 'manag':19 'person':14,34 'provid':33 'reconcili':16 'regist':38 'servic':41 'softwar':3,31 'store':5 'track':21 'user':10

WEALTHMATE

Owner

Goods & Services