Software as a service (SAAS) services featuring software using artificial intelligence (AI) for use by financial advisors and professionals in the financial services industry, namely, for practice management, document generation and editing, compliance reporting, client reporting, and email drafting.; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for financial planning, financial product research, and investment analysis; providing software tools for generating, editing, and reviewing compliance documents, client communications, dashboards, and financial models and providing AI-driven tools for research, analysis, and recommendation of financial products and investments with integrated compliance and regulatory modules.
Computer and Scientific