Downloadable computer software; Downloadable computer software for use in the fields of finance, financial markets, investments, securities, private equity, public equity, venture capital, credit, private offerings, private funds, registered funds, financial planning, wealth management, and business fundraising; Downloadable computer software for conducting account transactions, investment transactions, securities trades, research, analysis, and portfolio management activities; Downloadable computer software for managing investment accounts; Downloadable computer software for accessing, reviewing, selecting, and allocating funds to investments

Investment management services; Financial services; Information, management, advisory, consultancy, analysis, fundraising, and research services in the fields of finance, financial markets, investments, securities, private equity, public equity, venture capital, credit, private offerings, private funds, registered funds, financial planning, wealth management, and business fundraising; Financial management of investment portfolios, securities, private equity, public equity, venture capital, credit, private offerings, private funds, and registered funds; Investment advice, consultation, and management services in the fields of finance, financial markets, investments, securities, private equity, public equity, venture capital, credit, private offerings, private funds, registered funds, financial planning, wealth management, and business fundraising; Monitoring of financial markets for investment purposes; Providing securities, private equity, public equity, venture capital, development capital, credit, private offerings, private funds, registered funds, and investment funding opportunities; Brokerage services for securities, private equity, public equity, venture capital, development capital, credit, private offerings, private funds, registered funds, commodities investments, capital investments, fund investments, and financial investments; Financial planning and analysis services; Retirement planning services; Estate planning services; Financial services, namely, wealth management services; Business fundraising services; Investor verification services

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