ENVESTNET, INC.

Description: Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support in the nature of financial advice and strategic advice to independent advisors

Description: Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support in the nature of financial advice and strategic advice to independent advisors

Description: Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors; financial planning, namely, the creation, development, and customization of financial planning, financial transaction, financial goal management and other tools related to a comprehensive financial picture of a financial professional's client that is controllable by the financial advisory firm; Financial planning in the nature of interconnected presentation and analysis of financial plans and the provision of financial advice and related financial advisory services, all the foregoing to further financial goals, desires, and interests

Description: Application service provider featuring software integrating financial values, financial goals, and contact information to provide integrated household financial data and personalized news content, for use in investment management; hosting an online community website featuring shared communications and content between household members interested in household financial data

Description: Financial services, namely, providing an online automated financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; financial services, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts and investments accounts over electronic communications networks; providing financial information in the form of records and summaries in the fields of financial affairs and financial accounts by means of electronic communications networks; providing online financial management services for business applications | Educational services in the field of training in the use and implementation of investment strategy management and software use | Application service provider featuring software for use in investment management

Description: Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors | Computer services, namely, creating an online virtual environment for the creation, development, of computer software in the field of financial management; developing computer network software for the purpose of facilitating financial planning goals; customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with financial investment planning and other financial services; technological consultation in the field of computer systems, networks and software all of which are provided in connection with financial, investment and personal records and information aggregation services; customer technical support services, namely, consulting and customization services for custom integration and customization of computer applications provided in connection with financial planning and financial, investment and personal records and information aggregation services

Description: Investment management and investment consulting services

Description: Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors

Description: Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to advisors

Description: Financial advisory and consultancy services; Financial information provided by electronic means; Financial information provided by electronic means in the field of online monitoring and tracking services for financial and e-commerce transactions relating to the status of securities and other financial instruments; Providing financial assessment services to others; Providing financial assessment services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial assessment services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information; Providing financial information services to others; providing financial information services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial information services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information services to others, namely, providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communications networks; Providing financial information services to others, namely, providing online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments

Description: Educational services, namely, providing seminars relating to the financial services industry; "ADVISOR SUMMIT"

Description: "THE OPERATING SYSTEM FOR FINANCIAL WELLNESS"

Description: "THE OPERATING SYSTEM FOR WEALTH MANAGEMENT"

Description: Financial advisory and consultancy services; Financial advisory and consultancy services, namely, providing customized recommendations for optimizing marketing, sales and product development based on the collection, tracking and analysis of aggregated data; Financial information provided by electronic means; Providing financial assessment services to others; providing financial assessment services to others, namely, providing financial records aggregation, financial analysis and financial tracking; Providing financial assessment services to others, namely, collecting, tracking and analyzing financial affairs records and summaries in the nature of bank accounts, general expenses and general revenue; Providing financial assessment services to others, namely, collecting, tracking and analyzing financial data for the management and optimization of marketing, sales and product development; Providing financial information services to others; providing financial information services to others, namely, providing an online financial records aggregation service to aggregate, track and summarize general financial information; Providing financial information | Providing temporary use of non-downloadable computer software for aggregating, processing and analyzing data for the purpose of providing customized tracking, reporting and recommendations in the field of finance, marketing, sales and product development; Providing temporary use of non-downloadable computer software for financial management and financial and e-commerce transactions; Providing temporary use of non-downloadable computer software for financial and marketing data aggregation and analysis

Description: Financial advisory and consultancy services; Financial information provided by electronic means; Financial information provided by electronic means in the field of online monitoring and tracking services for financial and e-commerce transactions relating to the status of securities and other financial instruments; Providing financial assessment services to others; Providing financial assessment services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial assessment services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information services to others; providing financial information services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial information services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information services to others, namely, providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communications networks; Providing financial information services to others, namely, providing online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; Providing financial information

Description: Financial investment advisory services, namely, evaluation and analysis of fee disclosure reporting requirements and retirement plan cost evaluations

Description: "PARTICIPANT"; Platform as a service featuring computer software platforms for investment management and featuring reporting tools for retirement investments

Description: Financial services, namely, financial administration of a customized managed accounts program for investors; financial services, namely, customized managed account investment services for investors; "MANAGED QDIA"

Description: Financial investment advisory services, namely, evaluation and analysis of factors for investment selection; "FIDUCIARY"

Description: Platform as a service featuring computer software platforms for investment management and featuring reporting tools for retirement investments

Description: Software application for personal budgeting and financial goal management

Description: "WEALTH"

Description: Investment advisory services

Description: "FIDUCIARY"

Description: Financial services, namely, providing an online automated financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; Financial services, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communications networks; providing online personal banking services; providing online financial management services for personal, household and business applications; Providing online electronic funds transfer, debit card and bill payment services; Providing electronic and web-based processing and subsequent transmission of funds transfers, bill payments and electronic payment data; electronic payment services, namely, electronic processing and subsequent transmission of bill payment data; financial transaction services, namely, providing secure commercial transactions and electronic payment options; providing electronic processing of electronic payments and transfers via a global computer network; electronic debit card transactions; Computer services, namely, creating an online virtual environment for the creation, development, distribution and control of computer software in the field of financial management and online payments; Developing and hosting a server on a computer network for the purpose of facilitating e-commerce via such a server featuring computer software applications; Customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Technical support services, namely, installation, administration, and troubleshooting of computer systems, networks and software all of which are provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Customer technical support services, namely, consulting and customization services for custom integration and customization of computer applications provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services

Description: "SCORE"

Description: Class 16: [ Printed matter, namely, printed periodicals, white papers, and books in the field of financial advice and investment management ]
Class 41: Providing seminars relating to financial advice and investment management; providing a web site featuring non-downloadable instructional videos in the field of financial advice and investment management

Description: "QUANTITATIVE PORTFOLIOS"

Description: "CONNECT"

Description: "FINANCE LOGIC"

Description: Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management for investors, and investment management support to independent advisers

Description: Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors

Description: "ADVISOR SUITE"

Description: FINANCIAL SERVICES, NAMELY, COORDINATION OF AN INVESTMENT PORTFOLIO'S MAINTENANCE, TRADING, REBALANCING, AND TAX MANAGEMENT NEEDS

Description: Financial planning and investment advisory services

Description: Investment management and investing consulting services

Description: Investment management and consulting services delivered electronically via the internet; namely, financial advice and investment management for investors, and investment management support to independent advisers