Computer software for use in uploading, importing, storing, accessing, data management and using financial related documents and electronic files for financial transaction data, account management, financial reporting, accounting features and related reference information; computer software for automating the process of global investment management; computer software for use in electronically searching, reading, and pulling information and data from electronic documents and automatically analysing such information and data into financial portfolio performance charts; computer software for performing investment analytics; computer software for integrated accounting; computer software containing back office solutions; computer software for market watch; computer software for consolidating individual or family wealth data; computer software to sync investments, banking transactions and all related documents on a single platform

Personal and small business financial and investment management services; personal investment management services; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; financial planning; financial management; financial analysis; financial services, namely, tracking of personal and business expenses; forecasting and analysis of financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; financial administration and management services for the administration of credit and debit cards, loans, mortgages, investments and financial accounts; providing information, news, opinions and advice in the fields of banking, financial management, saving and financial planning and retirement financial planning, including via computer and communication networks, the internet, and social media; providing information and news regarding investment opportunities; providing research reports on investment

Software as a service (SaaS) for the provision of use of online non-downloadable software for use in uploading, importing, storing, accessing, and using financial related documents and electronic files for financial transaction data, account management, financial reporting, accounting features and related reference information; providing temporary use of online non-downloadable software for use in electronically searching, reading, and pulling information and data from electronic documents and automatically analysing such information and data into portfolio information; hosting and providing a website that features technology that enables users to upload, import, store, access, and use finance related documents and electronic files for financial transaction data, account management, financial reporting, accounting features and related reference information; providing a website that features technology that enables users to electronically search, read, and pull information and data from electronic documents and automatically enter such information and data into tax forms; software as a service for providing real-time access to an individual or family's wealth assets; software as a service (SaaS) for use by individuals or companies for purposes of accounting, preparing tax returns and tax planning