Credit risk management provided via a website and cloud-based technology solutions; Debt management consultation; Debt management services; Financial advisory services; Financial analysis; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial consultation; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial analysis and consultation; Financial data analysis; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning and investment advisory services; Investment advisory services; Credit risk management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial information; Providing financial information and financial advice via a website; Providing financial information via a web site; Providing information in the field of financial stock and equity markets; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services

Educational services, namely, conducting conferences, seminars, classes, and workshops in the field of finance and financial risk management; Education services, namely, providing non-downloadable webinars in the field of finance and financial risk management; Providing on-line publications in the nature of articles, columns, magazines, guides, and newsletters in the field of finance and financial risk management; Providing online newsletters in the field of finance and financial risk management via e-mail

Providing temporary use of non-downloadable cloud-based software for financial risk management that delivers clients a flexible portfolio of technology applications to manage capital market risks including identifying exposures, executing transactions, applying hedge accounting, valuing derivatives and managing debt; Software as a service (SAAS) services featuring software for financial risk management that delivers clients a flexible portfolio of technology applications to manage capital market risks including identifying exposures, executing transactions, applying hedge accounting, valuing derivatives and managing debt

Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; Regulatory compliance consultancy in the field of finance; Regulatory compliance consulting in the field of security laws