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PROVIDING WEB-BASED TRAINING FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS IN THE FIELD OF INVESTMENT ACCOUNT ADMINISTRATION; FINANCIAL INVESTMENT ACCOUNT SERVICES FOR REGISTERED INVESTMENT ADVISORS, PROGRAM SPONSORS AND INVESTMENT MANAGERS, NAMELY, ADMINISTRATION OF INVESTMENT ACCOUNTS, INVESTMENT ACCOUNT MANAGEMENT, RESEARCH AND ANALYSIS IN THE FIELD OF INVESTMENT MANAGEMENT; FINANCIAL INVESTMENT ACCOUNT SERVICES IN THE NATURE OF DETERMINING PORTFOLIO ALLOCATIONS BASED ON CLIENT PROFILES; ASSET ALLOCATION ANALYSIS IN CONNECTION WITH INVESTMENTS; INVESTMENT ACCOUNT PEFORMANCE MONITORING; AND CUSTOMIZED REPORT GENERATION PERTAINING TO INVESTMENT ACCOUNT PERFORMANCE; WEB-BASED CLIENT PROFILE ANALYSIS FOR DETERMINING CLIENT FINANCIAL ASSET ALLOCATION; BACK-OFFICE SUPPORT SERVICES, NAMELY, BOOKKEEPING AND OPERATIONAL SUPPORT SERVICES FOR FINANCIAL INVESTMENT VEHICLES; INVESTMENT FUND ACCOUNTING; PRE-EMPLOYMENT BACKGROUND INVESTIGATIONS OF INVESTMENT MANAGERS; TECHNOLOGY SUPPORT SERVICES, NAMELY, TROUBLESHOOTING OF COMPUTER HARDWARE AND SOFTWARE PROBLEMS ON A WEB-BASED PLATFORM FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS
Providing on-line non-downloadable software for financial investment trade allocation, trade rebalancing, and asset allocation; Software as a service (SAAS) services featuring software for financial investment trade allocation, trade rebalancing, and asset allocation
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, 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
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.
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"
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
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.
Radio entertainment services, namely, a radio program featuring financing content for financial planners; radio entertainment production services, namely, producing content of radio programs featuring financial topics; education services, namely, a continuing program accessible by radio featuring financial topics; radio entertainment services, namely, a radio program featuring financial topics
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 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 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
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
Class 042: Software as a service (SAAS) services featuring software for use by health insurance agents to match consumers to appropriate health care plans; Software as a service (SAAS) services featuring software for streamlining healthcare benefit verification workflow, determining healthcare benefit eligibility, determining patient responsibility and determining authorization requirements; Software as a service (SAAS) services featuring software for turning structured and unstructured data into meaningful information for healthcare consumers; Software as a service (SAAS) services featuring software for providing information about healthcare insurance plans; Software as a service (SAAS) services featuring software for providing consumer information regarding health care plan options, products and programs in the field of managed care and federal medical care programs; Software as a service (SAAS) services featuring software for health insurance data analysis; Platform as a service (PAAS) featuring computer software platforms for use by health insurance agents to match consumers to appropriate health care plans; Platform as a service (PAAS) featuring computer software platforms for streamlining healthcare benefit verification workflow, determining healthcare benefit eligibility, determining patient responsibility and determining authorization requirements; Platform as a service (PAAS) featuring computer software platforms for turning structured and unstructured data into meaningful information for healthcare consumers; Platform as a service (PAAS) featuring computer software platforms for providing information about healthcare insurance plans; Platform as a service (PAAS) featuring computer software platforms for providing consumer information regarding health care plan options, products and programs in the field of managed care and federal medical care programs; Platform as a service (PAAS) featuring computer software platforms for health insurance data analysis; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for use by health insurance agents to match consumers to appropriate health care plans; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for streamlining healthcare benefit verification workflow, determining healthcare benefit eligibility, determining patient responsibility and determining authorization requirements; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for turning structured and unstructured data into meaningful information for healthcare consumers; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for providing information about healthcare insurance plans; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for providing consumer information regarding health care plan options, products and programs in the field of managed care and federal medical care programs; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for health insurance data analysis
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
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.
Financial services, namely, investment management, investment advice, funds investment, investment consultation and investment of funds for others; financial services, namely, investment management and advisory services involving flexible mutual and exchange-traded funds comprised of traditional and non-traditional asset classes; financial services, namely, investment management and advisory services in which managed account advisors can select and utilize different objectives-based strategies and financial models with traditional and non-traditional assets to invest and manage funds for others
Computer services, namely, search engine optimization; Planning, design, development, maintenance and optimization of online websites for third parties
Downloadable software using artificial intelligence for helping users achieve any goal in their life with the most advanced AI-powered advice on the market
Providing on-line publications in the nature of reports, guides, templates, articles, e-books, instructional materials in the field of marketing education, business services, online ratings, certifications, sales, digital marketing, business services, building company morale, strengthening business processes, lead generation, organization procedures, and connections with other businesses
