ADVICE.AI

Owner

Goods & Services

Analyzing and compiling business data for financial firms, namely compiling, normalizing, and reconciling client, estate, tax, and insurance information into unified records; Business organization and operation consultancy; Outsource service provider in the field of business analytics; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information

Downloadable computer software using artificial intelligence (AI) for generating business analysis reports; Downloadable computer software for financial professionals to aggregate, reconcile, and visualize estate, tax, insurance, and cash-flow data, model strategies, generate reports, and collaborate

Software as a service (SAAS) services featuring software using artificial intelligence (AI) for generating business analysis reports; Software as a service (SAAS) services featuring software for financial professionals to aggregate, reconcile, and visualize estate, tax, insurance, and cash-flow data, model strategies, generate reports, and collaborate

Providing financial information and analysis; Providing financial information in the field of estate, wealth, tax, and cash-flow modeling; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes