Personal financial management services; financial transaction management services, namely, income and expense tracking and management; financial planning; financial management; financial analysis; financial management, namely, bill tracking and management; financial management, namely, expense tracking and management; forecasting and analysis of financial information and financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for review and analysis; financial administration and risk management services for the management and securitization of loans, structured investment products, traditional funds, index funds and investment portfolios

Software as a service (SAAS) services for use in financial management and financial analysis; Software as a service (SAAS) services for use in financial planning, bill tracking and management, expense tracking and management, cash flow management, budget analysis and management, forecasting and analyzing financial information and financial data; Software as a service (SAAS) services for use in facilitating, accessing, arranging and securitizing loans, post origination risk management and customer engagement, budgeting tools and financial management tools