ADVISOR360°, LLC

Description: Class 36: Providing stock/securities market and financial account information on a limited and secure basis to authorized securities brokers and account representatives, account holders, and other authorized persons
Class 42: Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings and financial positions, and for conducting all client-based workflow from one central location; Platform as a service (PAAS) featuring computer software platforms for streamlining financial advisor workflow, increasing productivity, and driving enterprise transformation, providing advisors with a holistic view of their clients, including relevant investment and insurance with a holistic view of their clients, including relevant investment and insurance products, which are linked into the progress towards the clients' goals; Platform as a service (PAAS) featuring computer software platforms for facilitating wealth and asset management, insurance advising, insurance policy management, financial reporting, asset account status reporting, digital communications between financial advisors and their account-holding clients, and access to learning tools, articles, and reports in the fields of wealth management and investing; Software as a service (SAAS) services featuring software for facilitating wealth and asset management, insurance advising, insurance policy management, financial reporting, asset account status reporting, digital communications between financial advisors and their account-holding clients, and access to learning tools, articles, and reports in the fields of wealth management and investing; Providing temporary use of non-downloadable computer software for aggregating of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platforms for receiving, compiling and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positions, forecasts, and recommendations for investors, financial advisors, and financial institutions; Providing temporary use of non-downloadable computer software platforms for integrating financial data associated with household-investor accounts, including multiple accounts related to members of the same family, single generation or multi-generational, in order to inform asset management, goal-planning, asset allocation, risk management, and portfolio performance; Platform as a service (PAAS) featuring computer software platforms for facilitating end-to-end operational efficiency for financial advisors across connected capabilities including financial planning and services such as investment portfolio reporting; Software as a service (SAAS) services featuring software for facilitating end-to-end operational efficiency for financial advisors across connected capabilities including financial planning and services such as investment portfolio reporting; Platform as a service (PAAS) featuring computer software platforms that bundle individual reports so that financial advisors can give their clients a personalized, curated story at scale with the click of a button; Platform as a service (PAAS) featuring computer software platforms for facilitating portfolio and performance reporting by providing digital and PDF access to financial account balances, holdings, activities, and performance on specific households and other client(s); Software as a service (SAAS) services featuring software for facilitating portfolio and performance reporting by providing digital and PDF access to financial account balances, holdings, activities, and performance on specific households and other client(s); Platform as a service (PAAS) featuring computer software platforms for enabling advisors to develop a financial plan based on a client's goals and conduct scenario analysis based on defined assumptions; Software as a service (SAAS) services featuring software for enabling advisors to develop a financial plan based on a client's goals and conduct scenario analysis based on defined assumptions; Platform as a service (PAAS) featuring computer software platforms for proposal generation that enable advisors to deliver a proposed recommended investment strategy to clients based on their risk profile and investment objectives; Software as a service (SAAS) services featuring software for proposal generation that enable advisors to deliver a proposed recommended investment strategy to clients based on their risk profile and investment objectives; Platform as a service (PAAS) featuring computer software platforms for facilitating aggregated views of various types of life insurance, long-term care insurance, disability insurance, and annuities, and which also includes integrated illustrations and applications that simplify the addition of insurance products to a client's portfolio; Software as

Description: Class 35: Platform as a service (PaaS) and software as a service (SaaS) that facilitate end-to-end operational efficiency for financial advisors across connected capabilities including financial planning and services such as investment portfolio reporting; PaaS and SaaS that allows financial advisors to manage and grow their books of business from a centralized platform and software suite; Platform as a Service (PaaS) that allows financial advisors to compile and configure personalized dashboards, widgets, saved searches, user-defined work processes, and team collaboration; Platform as a Service (PaaS) that bundles individual reports so that financial advisors can give their clients a personalized, curated story at scale with the click of a button; Platform as a service (PaaS) and software as a service (SaaS) that facilitate portfolio and performance reporting by providing digital and PDF access to financial account balances, holdings, activities, and performance on an advisor's book of business, specific households, or client(s); Platform as a service (PaaS) and software as a service (SaaS) that enable advisors to develop a financial plan based on a client's goals and conduct scenario analysis based on defined assumptions; Platform as a service (PaaS) and software as a service (SaaS) for proposal generation that enable advisors to deliver a proposed recommended investment strategy to clients based on their risk profile and investment objectives; Platform as a service (PaaS) and software as a service (SaaS) that facilitate aggregated views of various types of life insurance, long-term care insurance, disability insurance, and annuities, and which also includes integrated illustrations and applications that simplify the addition of insurance products to a client's portfolio; providing PaaS and SaaS that allows financial advisors to create models at practice, group, household, and account levels based on clients' goals and preferred allocations and conduct trades to rebalance models; PaaS and SaaS to allow financial advisors to manage all aspects of the relationship with a client, including contact information, opportunities, and advisor-client interactions and communications; PaaS and SaaS for financial advisors that simplifies and accelerates onboarding of clients and facilitates financial recommendations to clients; PaaS and SaaS the allows financial advisors to manage secure creation, modification, sharing, imaging, e-Delivery, and searching of all investment documents between and among financial advisors, the home office, and clients; PaaS and SaaS for financial-advisor workflow management such as the templating of repeatable groups of activities that represent work-related processes and drag-and-drop features enabled to create dependencies and assign tasks; PaaS and SaaS for providing advisors, home office, and clients with notifications by email, text, and through dashboards on specific actions that occur within the overall platform; PaaS and SaaS for managing and tracking interactions (e.g., appointments, trades, and planning) between and among advisors and clients throughout the platform in order to provide fuller context to client relationships; PaaS and SaaS for advisor fee billing, and that stores advisor fee schedules and calculates and reports on fees with integrations back into a compensation system; and PaaS and SaaS that streamlines, optimizes and templatizes financial planning. Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, and other authorized persons; providing financial and investment information; providing financial asset management; Providing temporary use of non-downloadable computer software by authorized securities brokers, account representatives, and advisors for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings, financial positions, and financial plans, and for conducting all client-based workflow from one central location; providing temporary use of non-downloadable computer software for use as financial analytical and planning tools. Platform as a service (PaaS) and software as a service (SaaS) including online portals featuring technologies and software that facilitate wealth and asset management, financial reporting, asset account status reporting, digital communications between financial advisors and their account-holding clients, and access to learning tools, articles, and reports in the fields of wealth management and investing. Financial services, namely, financial data aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions. Providing temporary use of non-downloadable computer software for a seamless aggregating of investor data from disparate sources to power appli
Class 36: Providing information regarding financial investment strategies; Financial asset management; Financial data analysis services, namely, aggregating of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of stocks, securities, and financial planning.
Class 42: Platform as a service (PAAS) featuring computer software platforms for accessing financial planning information, namely, investment portfolio reporting; Software as a service (SAAS) featuring computer software platforms for accessing financial planning information, namely, investment portfolio reporting; Platform as a service (PAAS) featuring computer software platforms for financial advisors to manage and grow their books of business from a centralized platform and software suite; Software as a service (SAAS) featuring computer software platforms for financial advisors to manage and grow their books of business from a centralized platform and software suite; Platform as a service (PAAS) featuring computer software platforms for financial advisors to compile and configure personalized dashboards, widgets, saved searches, user-defined work processes, and team collaboration; Platform as a service (PAAS) featuring computer software platforms for bundling individual financial reports so that financial advisors can give their clients a personalized, curated story at scale with the click of a button; Platform as a service (PAAS) featuring computer software platforms for facilitating portfolio and performance reporting by providing digital and PDF access to financial account balances, holdings, activities, and performance on an advisor's book of business, specific households, or clients; Software as a service (SAAS) featuring computer software platforms for facilitating portfolio and performance reporting by providing digital and PDF access to financial account balances, holdings, activities, and performance on an advisor's book of business, specific households, or clients; Platform as a service (PAAS) featuring computer software platforms for enabling financial advisors to develop a financial plan based on a client's goals and conduct scenario analysis based on defined assumptions; Software as a service (SAAS) featuring computer software platforms for enabling financial advisors to develop a financial plan based on a client's goals and conduct scenario analysis based on defined assumptions; Platform as a service (PAAS) featuring computer software platforms for financial proposal generation that enable advisors to deliver a proposed recommended investment strategy to clients based on their risk profile and investment objectives; Software as a service (SAAS) featuring computer software platforms for financial proposal generation that enable advisors to deliver a proposed recommended investment strategy to clients based on their risk profile and investment objectives; Platform as a service (PAAS) featuring computer software platforms for facilitating aggregated views of various types of life insurance, long-term care insurance, disability insurance, and annuities, and which also includes integrated illustrations and applications that simplify the addition of insurance products to a client's portfolio; Software as a service (SAAS) featuring computer software platforms for facilitating aggregated views of various types of life insurance, long-term care insurance, disability insurance, and annuities, and which also includes integrated illustrations and applications that simplify the addition of insurance products to a client's portfolio; Platform as a service (PAAS) featuring computer software platforms for financial advisors to create models at practice, group, household, and account levels based on clients' goals and preferred allocations and conduct trades to rebalance models; Software as a service (SAAS) featuring computer software platforms for financial advisors to create models at practice, group, household, and account levels based on clients' goals and preferred allocations and conduct trades to rebalance models; Platform as a service (PAAS) featuring computer software platforms for financial advisors to manage all aspects of the relationship with a client, including contact information, opportunities, and advisor-client interactions and communications; Software as a service (SAAS) featuring computer software platforms for financial advisors to manage all aspects of the relationship with a client, including contact information, opportunities, and advisor-client interactions and communications; Platform as a service (PAAS) featuring computer software platforms for facilitating on-boarding of clients and facilitating financial recommendations; Software as a service (SAAS) featuring computer software platforms for facilitating on-boarding of clients and facilitating financial recommendations; Platform as a service (PAAS) featuring computer software platforms for financial advisors to manage secure creation, modification, sharing, imaging, e-Delivery, and searching of all investment documents between and among financial advisors, the home office, and clients; Software as a service (SAAS) featuring computer software platforms for financial advisors to manage secure creation, modification, sharing, imaging, e-Delive

Description: Class 36: Providing securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, and other authorized persons
Class 42: Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings and financial positions, and for conducting all client-based workflow from one central location; Platform as a service (PAAS) and software as a service (SAAS), namely, online portals featuring technologies and software that facilitate wealth and asset management, financial reporting, asset account status reporting, digital communications between financial advisors and their account-holding clients, and access to learning tools, articles, and reports in the fields of wealth management and investing; Providing temporary use of non-downloadable computer software for a seamless aggregating of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; platform as a service (PAAS) featuring investor-data aggregation computer software platform for receiving, compiling and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positions, forecasts, and recommendations for investors, financial advisors, and financial institutions; and providing temporary use of non-downloadable household-centric computer software platforms for integrating financial data associated with household-investor accounts, including multiple accounts related to members of the same family, single generation or multi-generational, in order to inform asset management, goalplanning, asset allocation, risk management, and portfolio performance; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for client communications, customer relationship management, workflow processing, financial planning, financial goals, proposals, document management, securities trading, insurance management, banking and loan management, financial model rebalancing, and case management; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors that drives enterprise and advisor productivity for unifying all the systems needed to run a business and support investors; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for automated decision management, and providing temporary use of non-downloadable, adaptive and predictive computer software for providing alerts, identified opportunities, notifications, workflows, education, case management, and information to users, as well as suggesting or automatically taking the next best action based on the particular circumstances; Providing temporary use of a web-based application designed for financial professionals and their investors that uses aggregated advisor and investor data to automatically apply workflow on the user's behalf and to create alerts to the same; Providing temporary use of online non-downloadable computer software for collecting, analyzing and organizing data in the field of deep learning, namely, real-time data through technology connected to internet-based computing devices that presents and communicates alerts, opportunities, notifications, workflow, and educational content to users, as well as taking technology actions and algorithmic actions on a user's behalf based on both human programming and machine learning from both a single user and across multiple users and firms' system use patterns leveraging data across multiple software components; Provision of online, non-downloadable software for digital onboarding and straight-through processing of financial accounts; software as a service (SAAS) services featuring software for use in the digital onboarding and verification of customer identities for financial accounts; providing temporary use of non-downloadable software for automating the creation, submission, processing, and management of financial accounts; development and design of computer software for facilitating digital onboarding processes and automated financial account approvals; providing temporary use of online, non-downloadable software for enabling financial institutions to perform customer due diligence, risk assessment, and regulatory compliance; technological consulting services in the field of digital onboarding and straight-through processing of financial accounts; electronic data storage services, namely, secure storage and management of digital documents and information for financial account processing; platform as a service (PAAS) services featuring software platforms for digital onboarding and the end-to-end processing of financial account applications; des

Description: Providing temporary use of online non-downloadable computer software for a seamless aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platforms for receiving, compiling, and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positions, forecasts, and recommendations for investors, financial advisors, and financial institutions; and Providing temporary use of online non-downloadable household-centric computer software platforms for integrating financial data associated with household-investor accounts, including multiple accounts related to members of the same family, single generation or multi-generational, in order to inform asset management, goal-planning, asset allocation, risk management, and portfolio performance.

Description: Software as a service (SAAS) services, namely, a feature of software for creating and embedding metadata associated with audio and/or video into multimedia documents; software as a service (SAAS) services featuring computer software for creating, editing, and embedding edited audio and video or metadata in multimedia documents; Computer services, namely, embedding metadata associated with edited audio and video into multimedia documents, in the field of computer systems into multimedia documents; none of the aforesaid being for, or relating to, dating services, internet based introduction and social networking services and none of the aforesaid being for, or relating to, drones

Description: Charitable services, namely, coordination of non-monetary contributions to charities and non-profits; organizing and conducting volunteer programs and community services projects | Charitable foundation services, namely, providing charitable fundraising and investment management services for charitable organizations; providing charitable fundraising activities for charitable organizations; accepting and administering monetary charitable contributions; philanthropic services concerning monetary donations; charitable fundraising services

Description: Providing financial information on securities and financial accounts on a limited and secure basis to authorized securities brokers and account representatives, account holders, and other authorized persons; Providing securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, account holders, and other authorized persons for business purposes; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for client communications, customer relationship management, workflow processing, financial planning/goals, proposals, document management, securities trading, insurance management, banking and loan management, financial model rebalancing, and case management; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors that drives enterprise and advisor productivity for unifying all the systems needed to run a business and support investors; Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings and financial positions, and for conducting all client-based workflow from one central location; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for automated decision management, and providing temporary use of non-downloadable, adaptive and predictive computer software for providing alerts, identified opportunities, notifications, workflows, education, case management, and information to users, as well as suggesting or automatically taking the next best action based on the particular circumstances; Providing temporary use of a web-based application designed for financial professionals and their investors that uses aggregated advisor and investor data to automatically apply workflow on the user's behalf and to create alerts to the same; Providing just-in-time data, namely, real-time data through technology connected to internet-based computing devices that presents/communicates alerts, opportunities, notifications, workflow, and educational content to users, as well as taking technology/algorithmic actions on a user's behalf based on both human programming and machine learning from both a single user and across multiple users and firms' system use patterns leveraging data across multiple software components

Description: Class 36: Financial services, namely, financial data aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions
Class 42: Providing temporary use of non-downloadable computer software for a seamless aggregating of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platform for receiving, compiling and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positions, forecasts, and recommendations for investors, financial advisors, and financial institutions; and providing temporary use of non-downloadable household-centric computer software platforms for integrating financial data associated with household-investor accounts, including multiple accounts related to members of the same family, single generation or multi-generational, in order to inform asset management, goal-planning, asset allocation, risk management, and portfolio performance

Description: Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives; providing financial and investment information; providing financial asset management; financial advisory and consultancy services; Providing temporary use of non-downloadable computer software by authorized securities brokers, account representatives, and advisors for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings, financial positions, and financial plans, and for conducting all client-based workflow from one central location; providing temporary use of non-downloadable computer software for use as financial analytical and planning tools

Description: Estate planning; Financial advisory and consultancy services; Financial asset management; Financial investment analysis and stock research; Financial planning; Financial retirement plan consulting services; Financial risk management; Investment management

Description: Providing an investment advisory database to financial advisors for the purpose of review and generation of consolidated, household financial reports in the field of stocks, securities and financial planning, none of the foregoing being related to consumer payments

Description: Class 36: PROVIDING CLIENT SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A SECURE BASIS TO SUBSCRIBING CLIENTS
Class 42: PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE FOR VIEWING CLIENT ACCOUNT DATA TO FACILITATE CLIENTS' ANALYSES OF HOLDINGS AND FINANCIAL POSITIONS; PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE TO CLIENTS FOR VIEWING AND ANALYZING FINANCIAL-BASED DATA

Description: PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS | PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION

Description: Providing client securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives | Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients' holdings and financial positions, and for conducting all client-based workflow, client-related communications management, and client-related task scheduling from one central location

Description: PROVIDING CLIENT SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A SECURE BASIS TO SUBSCRIBING CLIENTS | PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE FOR VIEWING CLIENT ACCOUNT DATA TO FACILITATE CLIENTS' ANALYSES OF HOLDINGS AND FINANCIAL POSITIONS

Description: PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS; PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION

Description: PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS; PROVIDING INDEXED AND CLASSIFIED FINANCIAL MARKET INFORMATION, SECURITIES QUOTES, FINANCIAL NEWS STORIES AND PROFESSIONAL FINANCIAL REFERENCE MATERIALS ON A LIMITED BASIS TO SECURITIES BROKERS, ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS; "PORTFOLIO"

Description: INVESTMENT BROKERAGE AND INSURANCE BROKERAGE SERVICES; AND PROVIDING INVESTMENT, FINANCIAL AND INSURANCE MANAGEMENT ADVICE; AND PROVIDING INFORMATION IN THE FINANCIAL FIELD VIA A GLOBAL COMPUTER NETWORK