Platform as a service (PAAS) featuring computer software platforms for providing financial services, namely, financial services and investment tools, financial planning tools, financial portfolio management tools, financial services and investment research tools, custodial services, and financial and investment-related administrative tools.; Artificial intelligence as a service (AIAS) featuring software using artificial intelligence for automating tasks related to providing financial services; Artificial intelligence as a service (AIAS) featuring software using artificial intelligence for automating administrative tasks related to providing financial services, namely, for automating meeting scheduling and preparation, notetaking, corresponding with clients, and syncing client interactions with a customer relationship management (CRM) platform; Artificial intelligence as a service (AIAS) featuring software using artificial intelligence for analyzing data and interacting with financial advisors to assist in providing financial services
Computer and Scientific