Downloadable computer software and downloadable mobile application software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; downloadable computer software and downloadable mobile application software used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning; downloadable computer software and downloadable mobile application software for searching and displaying information relating to financial trading in securities, options, futures, stocks, shares, foreign exchange and other financial instruments; downloadable computer software trading platforms for placing and executing orders to purchase or sell securities, options, futures, foreign exchange and other financial instruments

Financial services in the nature of financial and investment instruments and providing indices of financial and investment instruments; Investment management services; Funds investment; Financial services, namely, financial asset evaluation; Financial services, namely, providing financial and investment information, financial and investment management, financial and investment advice, and financial and investment analysis; Funds evaluation and performance monitoring; Financial risk management; Financial investment services, namely, evaluation, analysis, and comparison of investment funds for others; Providing financial information in the field of investment opportunities; Providing an interactive website featuring information and links relating to investment advisory services, investment management services, and financial risk management; Financial and investment information provided by electronic means; Mutual fund investment and financial management, investment, analysis and consultation in the field of securities, real estate, funds and mutual funds; Financial advisory services, namely, the structuring, sale, distribution, management and administration of investments, namely, target date funds, exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; financial products services, namely, brokerage, sales, advisory, distribution, administration, management, accounting, custodial and trustee services for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products