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 analyzing 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

Software as a service (SaaS) services featuring financial software for the provision of temporary 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 financial software for use in electronically searching, reading, and pulling financial and tax information and data from electronic documents and automatically analyzing such information and data into portfolio financial and tax 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 financial and tax information and data from electronic documents and automatically enter such information and data into tax forms; software as a service (SaaS) services featuring financial and tax software for providing real-time access to an individual or family's wealth assets; software as a service (SaaS) services featuring financial and tax software for use by individuals or companies for purposes of accounting, preparing tax returns and tax planning; providing on-line non-downloadable computer financial software for performing investment analytics; providing on-line non-downloadable computer financial software for integrated accounting; providing on-line non-downloadable computer financial software providing back office solutions to collect and manage data for supporting business administration; providing on-line non-downloadable financial computer software for collecting and analyzing data to perform a market analysis watch; providing on-line non-downloadable computer financial software for consolidating individual or family wealth data