Financial services, namely, mutual fund and investment brokerage; financial risk management; financial administration of retirement plans and employee benefits plans concerning insurance and finance; retirement funds investment services; providing financial information in the fields of finance, financial asset management, financial planning, financial investing, retirement, retirement income, retirement planning, and retirement plans and saving; consulting services in the field of workplace retirement savings plans; consulting services in the field of retirement savings; providing information in the field of administration of workplace retirement savings plans for clients; processing, administering and managing workplace retirement savings plans; investment services, in the nature of asset management services, cash management, financial management, and financial portfolio management; financial advisory services, namely, financial portfolio analysis services; investment management services; securities brokerage services; mutual fund investment services; financial planning services

Providing a web hosting platform for financial professionals; providing a web hosting platform for financial professionals for managing client accounts; integrated web-based suite of technology services for financial professionals comprised of non-downloadable software for financial professionals to manage client accounts and an online portal featuring non-downloadable software for clients to manage their financial accounts and access customer support regarding those accounts; platform as a service (PAAS) featuring computer software platforms for use in accessing and executing financial account transactions, managing investment and retirement accounts, investment data analytics, investment risk analysis; platform as a service (PAAS) featuring web-based automated and customizable software platforms for management of investments for use by investment professionals and their clients