Financial advice and consultancy; insurance advice and consultancy; financial risk assessment advice and consultancy; financial advisory services; insurance consultancy, namely, providing insurance advisory services; financial risk assessment advisory services; financial planning and investment management services; financial planning and investment advisory services; financial services, namely, wealth management services; financial due diligence services, namely, investment product financial due diligence

'advic':2,6,12 'advisori':16,23,28,40 'assess':11,27 'consult':4,8,14,19 'dilig':50,57 'due':49,56 'financi':1,9,15,25,30,36,42,48,55 'insur':5,18,22 'invest':33,39,53 'manag':34,46 'name':20,44,52 'plan':31,37 'product':54 'provid':21 'risk':10,26 'servic':17,24,29,35,41,43,47,51 'wealth':45

Providing a financial planning, investment management, and risk assessment platform for others, namely, providing a web hosting platform for viewing and managing investment account information, obtaining information relating to investments, and connecting with third-party investment platforms

'account':24 'assess':9 'connect':32 'financi':3 'host':17 'inform':25,27 'invest':5,23,30,37 'manag':6,22 'name':13 'obtain':26 'other':12 'parti':36 'plan':4 'platform':10,18,38 'provid':1,14 'relat':28 'risk':8 'third':35 'third-parti':34 'view':20 'web':16

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