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PROVIDING ON-LINE SEARCHABLE AND CUSTOMIZABLE DATABASES FEATURING BUSINESS INFORMATION FOR USE BY FINANCIAL ADVISORS VIA A COMPUTER WORKSTATION | COMPUTER SERVICES, NAMELY, PROVIDING SEARCH PLATFORMS,TOGETHER WITH CONSULTATION AND SUPPORT THEREFOR, TO ALLOW FINANCIAL ADVISORS TO PROVIDE BUSINESS ASSISTANCE, MANAGEMENT AND INFORMATION VIA A COMPUTER WORKSTATION
Computer software, namely, downloadable and computer software recorded on data media, for use in financial planning related to financial and investment products and services | Providing temporary use of on-line non-downloadable software for use in financial planning related to financial investment products and services
Business training in the field of leadership development, executive coaching, financial planning, youth sports management, construction company management, parent/holding company business structures; Leadership development training in the field of business, financial advisors, youth sports, construction, parent/holding company business structures; Consulting services in the field of business, financial advisors, youth sports, construction, parent/holding company business structures training; Professional coaching services in the field of leadership development, financial planning, youth sports management, construction company management, parent/holding company business structures
Class 042: Software as a service (SAAS) services featuring software for wealth advisors and financial planners to view the financial picture of their clients.
Class 035: Providing an on-line searchable database featuring business information and business contacts; Business research and data analysis services in the field of financial services for consumer information purposes.; Providing consumer information in the field of financial services for evaluation, selection, and ongoing monitoring of service providers.
business management and payroll administration and management services; human resource management services, namely, serving as a human resources department for others; financial records management, namely, maintaining records of financial account balances and transactions; fund accounting services; business marketing services for others
Providing temporary use of on-line non-downloadable software for the calculation and control of dosing chemical products; providing temporary use of on-line non-downloadable software for predicting dosage and use of chemical products in water treatment membrane systems
Providing a website featuring financial investment and account information | Providing a website featuring technology that enables financial investment advisors to customize the presentation of their clients' individual account information and enables financial investment advisors' clients to view personalized financial investment and account information
Software as a service (SAAS) services featuring software for use in calculating business solutions value and communicating the value to customers; Software as a service (SAAS) services featuring software for presenting customer facing marketing tools
Computer software for use by funeral industry professionals in planning for and arranging funerals, and user manuals distributed therewith; integrated computer systems packages for use in the funeral industry, comprising computer hardware, computer software for use in planning for and arranging funerals, user manuals distributed therewith, monitors, keyboards and printers, computer furniture and other components and parts therefor, sold as a unit
Educational services, namely, arranging and conducting conferences, training events and collaborative workshops in the field of annuities and life insurance
Class 035: Business marketing consultancy services; business marketing consulting services in the fields of financial services and wealth management; business marketing and business development consulting services
business education and training services, namely, providing coaching services in the field of financial services; business education and training services, namely, providing business education programs to employees and executives in the field of financial services; business training in the field of financial services; computer education training; educational services, namely, conducting classes in the field of financial services and distribution of training materials in connection therewith; training services in the field of financial services; education services namely, mentoring in the field of financial services; providing educational mentoring services and programs in the field of financial services; life coaching services in the field of financial services; professional coaching services in the field of financial services; providing group coaching and in-person learning forums in the field of financial services; educational services, namely, offering of assessments and surveys in the field of educator training and performance for the purpose of improving teaching procedures; teaching in the field of financial services; training services, namely, conducting classes in the field of development of business strategies and creative ideation
Educational services, namely, conducting live and online seminars, workshops, webcasts, webinars in the field of professional development and distribution of course and educational materials in connection therewith; Professional coaching services in the field of professional development; Providing a website featuring blogs and non-downloadable publications in the nature of articles, program flyers and newsletters, checklists, special reports in the field(s) of professional development; Providing group coaching and in-person learning forums in the field of leadership development; Printed instructional, educational, and teaching materials in the field of professional development; Printed materials, namely, written articles in the field of professional development; "ADVISOR"
Platform as a service (PAAS) featuring computer software platforms for use in providing wealth management advisors end client financial information; Platform as a service (PAAS) featuring computer software platforms for connecting wealth management advisors and clients
Software as a service (SAAS) services featuring software for allowing users to obtain advice regarding educational and career related goals, engage and obtain results from career and educational assessments, obtain insights regarding class, curriculum, and career recommendations, engage with career counselors, track goal attainment over time, and interact with friends, family, school counselors, teachers, educational leaders, and other users for additional accountability, motivation, and performance tracking; Software as a service (SAAS) services featuring software for allowing users to engage with others via a community forum, obtain and implement resume recommendations, obtain scholarship recommendations and guidance, obtain cover letter recommendations and guidance, track student performance, and generate reports regarding student performance and retention; Software as a service (SAAS) services featuring software for allowing users to obtain guidance regarding the student visa application process; Providing temporary use of online non-downloadable, web-based software allowing users to obtain advice regarding educational and career related goals, engage and obtain results from career and educational assessments, obtain insights regarding class, curriculum, and career recommendations, engage with career counselors, track goal attainment over time, and interact with friends, family, school counselors, teachers, educational leaders, and other users for additional accountability, motivation, and performance tracking; Providing temporary use of online non-downloadable, web-based software allowing users to engage with others via a community forum, obtain and implement resume recommendations, obtain scholarship recommendations and guidance, obtain cover letter recommendations and guidance, track student performance, and generate reports regarding student performance and retention; Providing temporary use of online non-downloadable, web-based software allowing users to obtain guidance regarding the student visa application process; Software as a service (SAAS) services featuring software for integrating user data with other mobile, SaaS, and web-based applications.
Educational services, namely, providing workshops, classes, seminars, and conferences in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; providing online publications, namely, reports, white papers, brochures, manuals, blogs, and written presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; Printed publications, namely, reports, white papers, brochures, manuals, and written presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; "ADVISOR'S"; Providing online, non-downloadable computer software for use in providing business and financial analysis in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management
downloadable electronic publications in the nature of newsletters, reports, guides, charts, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of investing, investments management, finance, financial planning, retirement planning, risk management, and financial portfolio management; Financial and investment services, namely, investment advice and advisory services, financial, investment, and actuarial consultation, financial and investment research, banking, retirement financial planning, and annuities investment; financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing information in the financial and investment fields through electronic means; research in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; "ADVISOR'S"
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
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; 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 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; 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; 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; 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; design, development, and implementation of software solutions for the integration of digital onboarding and straight-through processing systems with existing financial institution infrastructure.
Class 039: Travel consultancy services; Travel information services; Coordinating travel arrangements for individuals and for groups; Class 041: Educational services, namely, providing online instruction in the field of travel; Educational services, namely, providing online instruction in the field of wellness
Providing on-line non-downloadable software, and subscription-based temporary use of non-downloadable cloud-based software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing; Software as a service (SAAS) services featuring software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing
Providing on-line non-downloadable software, and subscription-based temporary use of non-downloadable cloud-based software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing; Software as a service (SAAS) services featuring software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing
Providing on-line non-downloadable software and providing Internet accessible software application platforms for use by investment managers for establishing and managing investment and/or trust accounts, namely account creation, asset management, investment portfolio management, investment portfolio rebalancing, securities trading and trade order management, tax lot asset accounting, principal and income cash trust accounting, trust statement reporting, investment performance reporting, client reporting, regulatory reporting, funds transfer and distribution management, client relationship management and data and functional interfaces and integration with external third party applications
Arranging and conducting business conferences in the field of financial technology; Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software to financial planning professionals that provides marketing support and client management tools for financial planning professionals
Class 042: software as a service (SaaS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer relationship management; providing temporary use of on-line non-downloadable cloud computing software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data
Business networking services; business consulting services in the field of startup development; business management and organization consultancy for startups and entrepreneurs; advisory services for business management for startups; business information in the field of startups and entrepreneurship.
