Application software for use in accessing and managing financial investments; computer software applications for the management and provision of financial investment services; computer software for providing an on-line database in the field of transaction processing to upload transactional data, provide statistical analysis, and produce notifications and reports; mobile application software for providing access to an online marketplace; mobile application software for use in accessing and managing financial investments and financial services; mobile applications for implementing and recording financial transactions; software for implementing and recording financial transactions

Auditing of financial statements; business consultancy services relating to management of fund raising campaigns; business intermediary services relating to the matching of potential private investors with entrepreneurs needing funding; consulting services for the management and compilation of computerized databases in the field of financial investment services; data processing services in the fields of financial investment services and customer management; promoting the commercial and business interests of financial analysts provided by an association for its members; provision of business information in the fields of financial investment services and customer management

Alternative asset funds management; automated investment management; brokerage services for capital investments; creating, managing and administering investment funds; electronic processing of credit card transactions via a global computer network; electronic transfer of funds; financial administration of investment funds; financial analysis and preparation of reports relating thereto; financial analysis consultation services; financial and investment market risk analysis, appraisal and projection; financial exchange of data between financial institutions and their customers; financial market analysis and preparation of reports relating thereto; financial portfolio analysis services; fund-raising services; funds investment; investment portfolio management; management of a capital investment fund; management of private equity funds; providing advice on capital investments; providing electronic processing of electronic funds transfer, automated clearing house (ach), credit card, debit card, electronic check and electronic payments; providing financial consultancy services relating to fundraising activities; providing financial information relating to fundraising activities and events; providing information, consultancy and advisory services in the field of capital management; providing investment capital and strategic advice; providing investment management services and customized investment portfolios to private clients; provision of financial investment advisory services on-line from a computer database and the internet

Providing a webcast over the internet featuring financial information for educational purposes; providing access to a website permitting users to access information about their financial investments; providing access to an internet website to enable the exchange of customer information in the field of financial investment; providing access to an internet website to enable the exchange of customer messages in the field of financial investment; providing access to online forums for electronic transmission of messages among computer users concerning product reviews and product purchasing information; providing advisory and consultancy services for the transmission of financial investment information via a computer network; providing electronic transmission of credit card transaction data and electronic payment data via a global computer network; providing electronic transmission of financial investment information via a computer network

Arranging and conducting financial conferences; providing non-downloadable instructional videos in the field of finance via a web site; providing non-downloadable videos in the field of financial planning via a web site; providing on-line digital publications in the nature of newsletters, articles, and magazines in the field of investments via the Internet; providing on-line news in the field of finance and investment services; workshops and seminars in the fields of financial services, investing and securities

Providing an online trading platform for investment funds brokerage; providing temporary use of non-downloadable software for analyzing financial data and generating reports; providing temporary use of non-downloadable software for providing financial data, analysis, research, news and information related to financial markets; providing temporary use of on-line non-downloadable application programming interface financial technology (fintech) software used for collecting financial information, metadata and metrics of customers; providing temporary use of on-line non-downloadable application programming interface financial technology (fintech) software used for connecting users to financial information from financial software providers; software as a service (saas) services featuring software for customizing computer application user interfaces for managing financial investment software

Legal advice; preparation of legal documents; regulatory compliance auditing; regulatory compliance consultancy in the field of finance