LYDIA

Downloadable and recorded applications for wealth managers and financial advisors featuring conversational artificial intelligence software and chatbot software using artificial intelligence; Downloadable and recorded applications for providing information, education, and advice on a range of topics, issues, and interests related to financial advice and wealth management; Downloadable and recorded applications to facilitate the provision of financial advice and wealth management services using software with artificial intelligence technology.

Educational services, namely, learning tools for financial advisors and wealth managers utilizing artificial intelligence software based on curated training datasets.

Software-as-a-service, namely, software for wealth managers and financial advisors featuring conversational artificial intelligence software and chatbot software using artificial intelligence; Software-as-a-service, namely, software for providing information, education, and advice on a range of topics, issues, and interests related to financial advice and wealth management; Software-as-a-service, namely, software to facilitate the provision of financial advice and wealth management services using software with artificial intelligence technology.