Downloadable computer software and downloadable mobile applications for facilitating financial and investment services; downloadable computer software and downloadable mobile applications for providing investment advisory services; downloadable mobile applications for linking and managing bank accounts; downloadable software and downloadable mobile applications containing reference information in the fields of finance and investments; downloadable software and downloadable mobile applications for use in connection with financial services, namely, for collecting, organizing, analyzing, transmitting and storing data and information in the fields of personal financial planning, personal financial management, and personal investment management.

Financial planning and investment advisory services.