Downloadable software for managing, recording and reconciling banking and payment transactions and taxes, and for opening and transacting with bank depository and credit accounts, for financial advisors and insurance agents; Downloadable software for management and growth of the businesses of financial advisors and insurance agents; Downloadable software in the nature of a mobile application for managing, recording and reconciling banking and payment transactions and taxes, and for opening and transacting with bank depository and credit accounts, for financial advisors and insurance agents; Downloadable software in the nature of a mobile application for management and growth of the businesses of financial advisors and insurance agents

Business administration services in the field of financial advisors and insurance agents; Business assistance, advisory and consulting services in the field of banking, lending, investment management, budgeting, bookkeeping, expense tracking, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plan to achieve goals and referral services for financial advisors and insurance agents; Management of tax files; Advice in the field of business management and marketing; Advisory services relating to business management and business operations; Business management consulting, strategic planning and business advisory services provided to financial advisors and insurance agents; Business consulting, management, and planning services in the field of financial advising and insurance agencies

Platform as a service (PAAS) featuring computer software platforms for management and growth of the businesses of financial advisors and insurance agents; Platform as a service (PAAS) featuring computer software platforms for managing, recording and reconciling banking and payment transactions and taxes, and for opening and transacting with bank depository and credit accounts, for financial advisors and insurance agents; Providing a website featuring non-downloadable software for management and growth of the businesses of financial advisors and insurance agents; Providing a website featuring non-downloadable software for managing, recording and reconciling banking and payment transactions and taxes, and for opening and transacting with bank depository and credit accounts, for financial advisors and insurance agents; Providing temporary use of a web-based software application for management and growth of the businesses of financial advisors and insurance agents; Providing temporary use of a web-based software application for managing, recording and reconciling banking and payment transactions and taxes, and for opening and transacting with bank depository and credit accounts, for financial advisors and insurance agents; Software as a service (SAAS) services featuring software for management and growth of the businesses of financial advisors and insurance agents; Software as a service (SAAS) services featuring software for managing, recording and reconciling banking and payment transactions and taxes, and for opening and transacting with bank depository and credit accounts, for financial advisors and insurance agents