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

'account':21 'advisori':2,11 'ai':26 'artifici':24 'budget':12 'consult':4 'deliv':22 'driven':27 'execut':15 'financi':1,8,20 'intellig':25 'invest':10 'manag':14 'money':13 'name':6 'open':19 'plan':9 'provid':7 'secur':16 'servic':5 'softwar':28 'trade':17 'via':23

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

'account':31 'advic':21 'applic':3 'budget':22 'comput':2,10 'deliv':32 'download':1 'educ':35 'execut':26 'financi':17,30,33 'invest':20 'laptop':12 'literaci':34 'manag':25 'mobil':6 'money':24 'name':13 'open':29 'person':9 'phone':7 'plan':18 'provid':16 'secur':27 'softwar':4,14 'tablet':8 'trade':28

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

'account':23 'advic':13 'budget':14 'educ':27 'execut':18 'featur':7 'financi':10,22,25 'invest':12 'literaci':26 'manag':17 'money':16 'open':21 'plan':11 'provid':24 'saa':5 'secur':19 'servic':4,6 'softwar':1,8 'trade':20

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