SMART IMPORT

Software as a service (SAAS) services featuring software for uploading, analyzing, and managing client financial documents; providing artificial intelligence–based software for extracting, organizing, and structuring financial information from documents, including accounts, holdings, income, expenses, and financial goals; and providing online non-downloadable software for creating, updating, and managing household financial plans; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for data extraction and data import