99423741
Oct 1, 2025
Downloadable computer software for use in customer relationship management (CRM); Downloadable computer software for retrieving, tracking, analyzing, measuring and managing data, customer data and customer interactions in the fields of financial planning services, investment advisory services, namely, retirement planning, customer information management, and customer relationship management; Downloadable computer software for financial data analytics, financial planning, and for collecting and analyzing financial data, namely, assets and income for retirement planning
Electrical and Scientific ApparatusSoftware as a service (SaaS) services featuring software for customer relationship management (CRM); Software as a service (SaaS) featuring software for retrieving, tracking, analyzing, measuring and managing data, customer data and customer interactions in the fields of financial planning services, investment advisory services, namely, retirement planning, customer information management, and customer relationship management; Providing temporary use of non-downloadable software for financial data analytics, financial planning, and for collecting and analyzing financial data, namely, assets and income for retirement planning
Computer and Scientific