36 Providing personal financial management services via a website, computer software and mobile applications; Management of an individual's investment, retirement, savings, banking and other personal financial accounts; Monitoring of transactions and account balances; Providing budget and spending tracking and reporting; Consolidating online access to third party financial and investment websites; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Providing financial information and financial management services via computer and communication networks; Financial planning and wealth management services; Providing investment strategies and investment portfolios tailored to fit an individual investor; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means
Trademark: 87043194
