Providing financial planning tools in the nature of an on-line, interactive database containing financial calculators, questionnaires and information to assist in making investment and financial planning decisions; Software as a service (SaaS) services, over computer networks and global communication networks, featuring software for providing information in the fields of finance, financial investment, money and banking, retirement financial planning, estate planning and wills, real estate, life and disability insurance; providing online business marketing technology services for financial professionals to attract prospective clients and retain existing clients, namely, software as a service (SaaS) services featuring software for use by financial professionals for purposes of acquiring new business leads, engaging with current clients and evaluating marketing campaign effectiveness
Providing temporary use of an on-line downloadable, internet-based software for ensuring compliance with financial regulations and assessing financial risks
Prerecorded DVDs, downloadable online video recordings, downloadable video recordings, and high definition digital discs featuring education in the field of personal finance
Providing an on-line computer web site that provides commercial financial transaction data; business assistance, advisory services and consultancy in the field of family budgeting | Providing information over computer networks and global communication networks in the fields of finance, financial investment, money and banking, retirement financial planning, estate planning and wills, real estate, life and disability insurance; providing financial planning tools in the nature of an on-line, interactive database containing financial calculators, questionnaires and information to assist in making investment and financial planning decisions | Providing on-line investment, financial, budgeting, and estate planning tools, namely, the temporary use of on-line non-downloadable software for use in the fields of financial management, budgeting, financial planning, estate planning, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting; providing on-line web site customization tools, namely, the temporary use of on-line non-downloadable web site customization software for use in the financial field by investment advisors; maintaining an on-line database of financial marketing material; providing an on-line database of financial marketing material to financial professionals; providing customizable financial marketing materials to financial professionals; Providing an on-line non-downloadable Internet-based system application featuring technology enabling users to customize marketing tools
Class 035: Providing an on-line computer web site that provides commercial financial transaction data; business assistance, advisory services and consultancy in the field of family budgeting; Class 036: Providing information over computer networks and global communication networks in the fields of finance, financial investment, money and banking, retirement financial planning, estate planning and wills, real estate, life and disability insurance; providing financial planning tools in the nature of an online, interactive database containing financial calculators, questionnaires and information to assist in making investment and financial planning decisions; Class 042: Providing online investment tools, namely, the temporary use of online non-downloadable software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting; providing online web site customization tools, namely, the temporary use of online non-downloadable web site customization software for use in the financial field by investment advisors
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