ORIGIN AI ADVISOR

Downloadable software for personal financial planning, personal financial management, and personalized investment insights based on user risk profiles and suitability questionnaires; downloadable software for users to create personalized plans for financial wellness; downloadable mobile and desktop applications for budgeting, spend tracking, managing subscriptions, and cash flow analysis; downloadable software for investment tracking, including equities, bonds, retirement accounts, and thematic stock bundles; downloadable software for projecting net worth, retirement readiness, and life event modeling (including education, home purchases, and family planning); downloadable software for estate planning, namely, preparing wills and related documents; AI-powered software for generating personalized budgets, forecasts, and recommendations; generative AI assistant software for providing real-time financial insights and personalized financial advice

Personal financial planning and investment advisory services; financial consulting services, namely, providing financial wellness tools to create personalized plans for financial wellness; providing a website featuring educational information in the field of financial wellness and financial education; financial management services, namely, budgeting, savings planning, investment tracking, and portfolio analysis; investment services, namely, automated index investing, thematic stock bundle investing, and high-yield cash account services; financial forecasting services, namely, projecting net worth, cash flow, and retirement readiness; estate planning services, namely, creation and management of wills and estate planning documents; subscription and bill monitoring services; AI-assisted financial planning and advisory services providing recommendations based on user-specific financial data

Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning; providing temporary use of online, non-downloadable software for users to access and view information on compensation and salaries; providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness; software as a service (SaaS) featuring software for personal financial planning, budgeting, forecasting, and investment tracking; AI technology services, namely, providing generative AI functionality for financial analysis, insights, and planning recommendations; cloud-based software for consolidating user financial accounts and generating financial reports