online platform for managing retirement accounts, managing and making investments, managing and purchasing insurance policies; online financial planning services; and online financial and investment consulting, management, and brokerage services; financial planning services; computer application for managing retirement accounts and finances, making investments, and offering brokerage services, sales support, and customer service

Providing temporary use of non-downloadable computer software for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support and customer service via a computer network, intranet, and the internet; Platform as a service (PAAS) featuring computer software platforms for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support, and customer service; Providing temporary use of non-downloadable computer software for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support and customer service via a computer network, intranet, and the internet accessible to independent financial professionals for the purpose of managing their practice; Platform as a service (PAAS) featuring computer software platforms for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support, and customer service accessible to independent financial professionals for the purpose of managing their practice