ASK ALIX

Owner

Goods & Services

Software as a service (SAAS) services featuring software for financial planning, investment advice, budgeting and money management, executing securities trades, opening financial accounts, providing financial literacy education, excluding software for estate planning, probate administration, trust administration, and estate settlement services

Downloadable computer application software for mobile phones, tablets, personal computers and laptops, namely, software for providing financial planning and investment advice, budgeting, and money management, executing securities trades, opening financial accounts, delivering financial literacy education

Financial advisory and consultancy services, namely, providing financial advisory and consultancy services in the fields of financial planning, investment advisory, budgeting, money management, executing securities trades, and opening financial accounts, delivered via artificial intelligence (AI) driven software