Systematization of data in computer databases; Analyzing and compiling data regarding the beneficial owners of, investments in, and services provided to financial accounts, collective investment funds, trust accounts, and retirement accounts; Electronic data collection of financial information for business purposes; Data management services for use in the administration of financial accounts, collective investment funds, trust accounts, and retirement accounts; Collection and analysis of quality metric data for financial services providers, fiduciaries, and administrators of collective investment funds, trust accounts, and retirement accounts, for business purposes; Analyzing and compiling business and financial data for business purposes; Business consulting services; Business advisory services

Financial advice; Financial advisory and consultancy services; Financial consultancy; Financial information and evaluations; Investment advisory services; Trustee services; Financial trust administration; Fiduciary services; Financial asset management; Financial research; Financial planning for retirement; Financial data analysis; Administration of collective investment funds (CITs); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Evaluation of financial data; Trust services, namely, investment and trust administration and advisory services; Financial trust operations

Providing interactive financial and investment advice, consultation and information via computer networks; Platform as a Service (PaaS) featuring computer software platforms for use by financial advisors, wealth management firms, institutional investment advisory firms and service providers to retirement plans and retirement plan sponsors in connection with the investment contracting process and information collection process in collective investment trusts (CITs); platform as a Service (PaaS) featuring computer software platforms for the opening of accounts for and administration of investments in collective investment trusts (CITs) and retirement fund participation agreements; Platform as a Service (PaaS) featuring computer software platforms for the streamlining of the information-collection process for retirement plan account opening and fund selection; Platform as a Service (PaaS) featuring computer software platforms for the approval of fund requests for use in connection with collective investment trusts (CITs); Platform as a Service (PaaS) featuring computer software platforms for the collecting, filtering, organization, retrieval, recording, sharing, sorting, storage and tracking of documents and data in connection with collective investment trusts (CITs) and retirement plans; Digitization of documents; Platform as a Service (PaaS) featuring computer software platforms for the automation, digitization, centralization, organization, and tracking of documents and data in connection with collective investment trusts (CITs) and retirement plans; Providing online, non-downloadable software, namely, an algorithm-assisted platform with integrated software for the management and administration of collective investment trusts (CITs) and retirement plans