42 Providing online non-downloadable software permitting users to manage and access investments, manage and access client account information, and manage, store, access and communicate regarding financial, investment, regulatory compliance, marketing, educational, and other related information and documentation in the fields of financial planning, investment and asset management, investment and finance; and providing an online portal in the nature of a website featuring technology that permits users to manage and access investments, manage and access client account information, and manage, store and access and communicate regarding financial, investment, regulatory compliance, marketing, educational, and other related information and documentation in the fields of financial planning, investment and asset management, investment and finance