Downloadable computer software in the nature of a mobile application for use by end users to select and manage personalized and customized investments and borrowing, namely, computer software for assessing end user goals, objectives and risk tolerance, recommending personalized and customized investment portfolios, mortgage and other debt products, and acquiring and managing investment portfolios, including socially responsible investments; downloadable computer software for use by businesses to offer personalized and customized investment and debt management services to their end-users, namely, computer software for assessing goals, objectives and risk tolerance, recommending customized investment portfolios, mortgages and other debt products, and acquiring and managing personal investment portfolios, including socially responsible investments; downloadable application programming interface (API) software for integration of third-party investment management applications and platforms; downloadable software development kits (SDKs) for integration of third-party investment management applications and platforms

Services to assist consumers and other end users to select and manage investments and borrowing, namely, providing personalized and customized risk assessments, investment and borrowing recommendations, and acquiring and managing investments

Providing temporary use of online-only, non-downloadable software for use by consumers and other end users to select and manage investments and borrowing, namely, computer software for assessing objectives and risk tolerance, recommending personalized and customized investments and borrowing, and acquiring and managing investments