Classification Information
Software as a service (SAAS) services featuring software for automated, algorithm-driven financial planning and investment management services assisting users in optimizing contributions to retirement accounts, identifying investment preferences, and generating customized, diversified investment portfolios; providing automated capabilities for dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; and offering analytical reporting, criteria-based messaging, and personalized financial insights
Computer and Scientific