Downloadable software in the fields of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management, estate planning; downloadable software for uploading, integrating, collecting, accessing and managing bank account, credit card, loan accounts, investment accounts and financial information from different sources to facilitate analyses of debt, assets, and financial positions; downloadable software for providing financial information, management and advisory services; downloadable software for managing finances, tracking investments, portfolio analysis, portfolio management, investment reporting, investment performance measurement; downloadable software for creating, managing, tracking, and implementing budgets, savings, investment and retirement plans, and finance strategies; downloadable software for configuring and receiving alert messages regarding goals, account changes and transactions; downloadable software for monitoring, performing queries, modeling and forecasting financial data and creating reports; downloadable software for brokerage and trading of investments, securities, stocks, bonds, exchange traded funds (ETFs), and equities; Downloadable software in the nature of a mobile application for brokering and trading investments, securities, stocks, bonds, capital investments, cryptocurrencies and equities; downloadable software in the nature of a mobile application for providing information in the field of finance, securities trading, investments; downloadable software for processing electronic payments and transferring funds and financial assets to and from financial institutions; Downloadable software for providing text, audio, audiovisual, videos, audio and video recordings featuring instruction and information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, tax, estate planning; Downloadable software in the field of personal finance for searching, viewing and comparing credit cards, checking accounts, savings accounts, investment accounts, mortgages, auto insurance, life insurance and health insurance; downloadable software featuring chatbot software for simulating conversations; downloadable software for enabling users to register for live- video conference events; downloadable software for virtual communities to participate in discussions and engage in social, business and community networking; downloadable software for managing a loyalty and awards program

Advertising, marketing and promotion services; Advertising, marketing and promotional services for the purpose of facilitating networking opportunities for business purposes; Administration of consumer loyalty program; incentive award programs designed to reward users for participation, engaging and completing goals and tasks; providing a site featuring online business profiles of business, merchants and service providers; Provision of an online marketplace for buyers and sellers of goods and services; Providing a site featuring reviews and ratings of the services of others

On-line financial evaluation and planning services; Providing on-line information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, estate planning; Providing on-line financial planning tools in the nature of an online, interactive database containing financial calculators, questionnaires and information to assist in making investment and financial planning decisions; Financial and investment services, namely, financial information, management and advisory services; Information, advisory, consultancy and financial research services using artificial intelligence (AI) relating to finance, money management and investments; management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Providing information in the field of personal finance

Streaming of audio, visual and audiovisual material via a global computer network; telecommunications services, namely, electronic transmission, broadcasting, distribution of data, images, graphics, sound, video, messages, and documents by means of the Internet or wireless communication networks; computer services, namely, providing online facilities for real-time interaction with others; videoon- demand transmission services; Video conferencing services; telecommunications services, namely, providing an online searchable database in connection with video conferencing services; Telecommunications services, namely, providing electronic messages, alerts and notifications

Arranging, conducting and organization of seminars, workshops, trainings, classes, exhibitions, presentations and conferences; Education services, namely, providing online non-downloadable videos, audio and video recordings featuring instruction and information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, tax, estate planning; Providing online non-downloadable content and information in the fields of financial and retirement planning, money management, debt and asset management, investments, insurance, tax, estate planning; Providing online non-downloadable blogs and non-downloadable publications in the fields of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management and estate planning

Software as a Services (SaaS) in the fields of financial management, retirement planning and management, money management, debt and asset management, investments, insurance, portfolio management, estate planning; online non-downloadable software for uploading, integrating, collecting, accessing and managing bank account, credit card, loan accounts, investment accounts and financial information from different sources to facilitate analyses of debt, assets, and financial positions; online non-downloadable software for providing financial information, management and advisory services; online non-downloadable software for use in the field of personal finance for searching, viewing and comparing credit cards, checking accounts, savings accounts, investment accounts, mortgages, auto insurance, life insurance and health insurance; online non-downloadable software for managing finances, tracking investments, portfolio analysis, portfolio management, investment reporting, investment performance measurement; online non-downloadable software for creating, managing, tracking, and implementing budgets, savings, investment and retirement plans, and finance strategies; online non-downloadable software for configuring and receiving alert messages regarding goals, account changes and transactions; online non-downloadable software for monitoring, performing queries, modeling and forecasting financial data and creating reports; online non-downloadable software for brokerage and trading of investments, securities, stocks, bonds, exchange traded funds (ETFs), and equities; Providing temporary use of online non-downloadable computer chatbot software for simulating conversations; online non-downloadable software for enabling users to register for or attend online and in person conference events; computer services, namely, creating online virtual communities for registered users to participate in discussions and engage in social, business and community networking; online non-downloadable software for managing a loyalty and awards program