Classe 9
Downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computersfor use in the field of personal financeinvestments and accountingwhich allows the software user to link multiple accounts held at various financial institutionsto incorporate data from those various accountsto display that information to the user in a consolidated viewto provide an analysis of the consolidated financial data in the form of summary reports and dashboards; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in retirement and tax planning; Downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use in the field of financial services which allows the software user to link multiple accounts held at various financial institutionsto incorporate data from those various accountsto display that information to the user in a consolidated viewto provide an analysis of the consolidated financial data in the form of summary reports and dashboards; computer software and applications for trading securities; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for financial transaction processing and management; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for managing financial records; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for managing paymentsexpenses and billing; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers used for the electronic exchange and management of financialinvestingpersonal net worth data; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for maintainingmanaging and reporting financial information and investment portfolios; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use by financial service providers to obtain investment transaction and account information; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for initiatingprocessing and tracking financial transactions; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use by investment advisors to enter securities trading ordersto receive confirmation of such ordersto obtain price informationbalance information and other data about funds and accounts; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for obtaining access to a web site which provides newsinformation and online financial services; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for use by individuals and financial investment advisors in portfolio constructionportfolio allocationsector analysisportfolio modeling and portfolio rebalancing by allowing the software user to access databasesproviding data analysiscreating data modelsadjusting portfolio parametersproviding recommendations based upon the foregoing; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; authentication software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for controlling access to and communications with computers and mobile devices; downloadable computer software and computer application software for use on desktop computerslaptops computersmobile phonestablet computershandheld computers for online security and authenticationbeing account and identity managementsecurity measureselectronic safeguards protecting online accounts
Classe 35
Database management; management being provision of an online computer database in the field of finances where individuals may store financialretirement and investment related data; Financial and investments records management servicesorganizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business newsinformationopinion and advice via computer networksincluding global computer networksmobile devices and online services; Providing economic information for business purposesaggregated economic data from various sources for purposes of researching and analyzing investments of individualsby electronic means; Referrals in the field of investment advice and financial planning; Directing orders for securities trades by means of computer software and applications which automatically directs trades to the best location for executing such orders; Providing online facilities featuring transaction order entryorder directing and order confirmation services to customers in the field of investingfinancial planning
Classe 36
Providing web-basedautomated and customized personal financial wealth management servicescustomized management of an individual's investmentother personal financial accountsdaily monitoring of transactions and account balancesbudget and spending tracking and reporting through a global computer network; Providing a website featuring information in the fields of personal finances being to track consumer financial accounts and balancestrack spending and personal budgetsmanage investment and retirement accountsconsolidate online access to third party financial and investment websites; Provision of financial information; Providing financial management services via computer and communication networks; Providing electronic cashcredit carddebit card transaction financial services being secure commercial transactions and payment options via computer and communication networks; Providing bill payment services via a website on computer and communication networks; Electronic payment services involving electronic processing and subsequent transmission of bill payment data for others; Investment advisory services; Financial planning services; Mutual fund investment services; Retirement fund investment services. Retirement plan administration servicesfinancial administration of retirement plans; Investment management services; Brokerage and distribution of mutual fundssecurities and annuities; Wealth management services; Providing customized investment objectivesmanaging separately managed investment accounts and portfolios of individual securities; Investment advisory services in the nature of customized collections of individual securities including stocksexchange traded funds and other types of securitiespreparing investment strategies and selecting comprehensivedynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal financeinvestments and retirement planningthrough electronic means; Providing information consisting of financial newsinformationopinion and advice via computer and communication networksincluding global computer networksmobile devices and online services; Financial servicesinvestment portfolio construction being management
Classe 42
Providing temporary use of online non-downloadable software and applications for accessingmaintainingmanaging and reporting financial informationfor use in the field of personal financeinvestments and accounting; Providing temporary use of online non-downloadable software and applications for accessing deposit accountcredit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgetingmanaging moneyrecording and tracking financial transactions through linking accountsaccessing accounts and financial databasesanalyzing financial datagenerating predictions and forecasts based on such dataproviding data-driven recommendations; ; Providing temporary use of online non-downloadable software and applications for configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for online bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for use in financial planning and managementinvestmentsinvestment portfolio constructionretirement planning and related applications for use in managingorganizingsharing financial and investment data on a global computer network; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; Enabling computer software and application hosting serviceshosting software programs and applications for use by others for managingorganizingsharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactionsfor storingmodifyingtransmitting and receiving information and data in the fields of personal financeaccountingbill paymentfinancial planningretirement planninginvestments and tax planningall via computer and communication networks; Computer security consultancy being monitoring of computer systems for security purposesprovide monitoring of brokercredit card and other financial accounts for security and identity threats; Computer security consultancy being providing financial fraud and identity theft protection services