PLATFORMLESS ADVISOR Trademark

Downloadable computer software for disseminating advertising and promotional matter for the goods and services of others based on the consumer's personal financial situation, particularly, balance sheet, income statement and credit score; Downloadable computer software for use in the financial services industry to enable communication between consumers and their advisors regarding financial asset and personal debt management; Downloadable computer software for facilitating secure collaboration on shared documents across a group of professionals and advisors; Downloadable computer software for anonymizing user data to enable the sharing of personal information in a secure medium; Downloadable computer software for connecting consumers to a marketplace of advisors, products and service providers, all in the field of finance; Downloadable computer software for providing mortgage information, analysis, and advice in the fields of mortgage lending, home equity lending, consumer lending, investments and for use in selecting, applying for, and securing mortgages and home loans; providing recorded computer software, namely, recorded consumer data storage management software in the area of personal finance

Financial planning consultation; Financial portfolio analysis services; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing financial advice and information relating to finance, investments, cash management, credit cards, loans, and credit monitoring; Financial and investment services, namely, financial portfolio management services, investment advisory services, financial planning services, and investment management services; Providing on-line information, news and commentary in the field of personal finance; Providing a web site featuring online rankings, ratings, reviews, referrals and recommendations relating to business organizations, service providers and products in the field of financial services; Financial product and services research services; Providing a website where users can post ratings, reviews and recommendations in the field of personal finance, insurance, mortgage lending, consumer lending

Providing a website featuring on-line non-downloadable software that enables users to refinance and consolidate loans; Software as a service (SAAS) featuring computer software platforms for financial planning; Providing a website featuring temporary use of non-downloadable software for financial asset and personal debt management; Computer services, namely creating an on-line community for registered users to participate in discussions, get feedback from peers, on the topic of personal finance; Computer services in the nature of developing customized web pages featuring user defined information and profiles; providing online non-downloadable computer software, namely, online non-downloadable consumer data storage management software in the area of personal finance; Providing temporary use of on-line non-downloadable software for use in soliciting and selecting, applying for, and securing financial goods and services