Description:
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(1) - Providing information, news, opinions, and advice in the fields of banking, saving, financial planning, accounting, tax preparation and planning, retirement planning, life skills, household management and shopping via computer and communication networks; providing commercial information on, and comparisons of, the products and services of others through computer and communication networks; providing comparison shopping services through computer and communication networks; promoting the goods and services of others through computer and communication networks; providing economic forecasting and analysis, and market analysis through computer and communication networks; online banking, transaction management, financial planning, bill tracking and management, expense tracking and management and taxable item tracking and management, forecasting and analysis of financial data; and financial data aggregation, all through computer and communication networks; Providing non-downloadable software that facilitates wireless access to data and databases, enabling users to retrieve account balance and transaction information using mobile phones, smart phones, smart speakers, virtual assistants and mobile telecommunication networks; Providing an electronic bulletin board and online community for transmission of messages among users and online facilities for real-time communication with other users of computer networks; Providing temporary use of non-downloadable software for: personal and small business financial management, online banking, transaction management, financial planning, bill tracking and management, expense tracking and management, accounting and taxable item tracking and management, creating reports and graphs, forecasting and analysis of data, data aggregation, providing alerts, providing wireless access to data and databases, enabling users to retrieve account balance and transaction information using mobile phones, smart phones, smart speakers, virtual assistants and mobile telecommunication networks.
(2) - Computer software for personal and small business financial management; computer software for online banking, transaction management, financial planning, bill tracking and management, expense tracking and management, accounting, and taxable item tracking and management; computer software for creating reports and graphs; computer software for forecasting and analysis of data; computer software for data aggregation; computer software for providing financial and personal task management alerts; computer software for providing wireless access to data and databases; computer software for enabling users to retrieve account balance and transaction information using mobile phones, smart phones, smart speakers, and mobile telecommunication networks.
(3) - Providing information, news, opinions, and advice in the fields of banking, saving, financial planning, accounting, tax preparation and planning, retirement planning, life skills, household management and shopping via computer and communication networks; providing commercial information on, and comparisons of, the products and services of others through computer and communication networks; providing comparison shopping services through computer and communication networks; promoting the goods and services of others through computer and communication networks; providing economic forecasting and analysis, and market analysis through computer and communication networks; online banking, transaction management, financial planning, bill tracking and management, expense tracking and management and taxable item tracking and management, forecasting and analysis of financial data; and financial data aggregation, all through computer and communication networks; Providing non-downloadable software that facilitates wireless access to data and databases, enabling users to retrieve account balance and transaction information using mobile phones, smart phones, smart speakers, virtual assistants and mobile telecommunication networks; Providing an electronic bulletin board and online community for transmission of messages among users and online facilities for real-time communication with other users of computer networks; Providing temporary use of non-downloadable software for: personal and small business financial management, online banking, transaction management, financial planning, bill tracking and management, expense tracking and management, accounting and taxable item tracking and management, creating reports and graphs, forecasting and analysis of data, data aggregation, providing alerts, providing wireless access to data and databases, enabling users to retrieve account balance and transaction information using mobile phones, smart phones, smart speakers, virtual assistants and mobile telecommunication networks.
(4) - Auditing of financial statements; financial statement preparation and analysis for businesses; preparation of financial statements; preparing financial reports
(5) - Credit and loan services; financial administration of employee pension plans; financial administration of retirement plans; financial analyses; financial analysis; financial analysis and research services; financial analysis consultation services; financial asset management; financial credit scoring services; financial customs brokerage services; financial evaluation for insurance purposes; financial exchange of data between financial institutions and their customers; financial forecasting; financial investment brokerage; financial investment counselling; financial management; financial planning; financial planning for retirement; financial risk assessment services; internet banking; investment banking; telephone banking
(6) - Providing e-mail notification alerts of rating changes that affect financial portfolios
(7) - Arranging and conducting financial conferences; educational services in the field of financial planning
(8) - Computer software for personal and small business financial management; computer software for online banking, transaction management, financial planning, bill tracking and management, expense tracking and management, accounting, and taxable item tracking and management; computer software for creating reports and graphs; computer software for forecasting and analysis of data; computer software for data aggregation; computer software for providing financial and personal task management alerts; computer software for providing wireless access to data and databases; computer software for enabling users to retrieve account balance and transaction information using mobile phones, smart phones, smart speakers, and mobile telecommunication networks.
(9) - Auditing of financial statements; financial statement preparation and analysis for businesses; preparation of financial statements; preparing financial reports
(10) - Credit and loan services; financial administration of employee pension plans; financial administration of retirement plans; financial analyses; financial analysis; financial analysis and research services; financial analysis consultation services; financial asset management; financial credit scoring services; financial customs brokerage services; financial evaluation for insurance purposes; financial exchange of data between financial institutions and their customers; financial forecasting; financial investment brokerage; financial investment counselling; financial management; financial planning; financial planning for retirement; financial risk assessment services; internet banking; investment banking; telephone banking
(11) - Providing e-mail notification alerts of rating changes that affect financial portfolios
(12) - Arranging and conducting financial conferences; educational services in the field of financial planning
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