AUTONOMOUS FINANCIAL PLATFORM

Owner

Goods & Services

Providing temporary use of online non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors that drives enterprise and advisor productivity for unifying all the systems needed to run a business and support investors; Electronic storage services for archiving databases, images and other electronic data; Providing temporary use of online non-downloadable computer software applications for a seamless aggregating of investor data from disparate sources to power applications to assist in analysis; Providing temporary use of online non-downloadable computer software applications for authorized securities brokers and account representatives for viewing client data and information for facilitating analyses of their clients' holdings and positions, and for conducting actions; Providing temporary use of online non-downloadable computer software applications for individual and family asset management, goalplanning, asset allocation, risk management, and portfolio performance; Technological planning and consulting services in the field of digital onboarding; Providing temporary use of on-line non-downloadable software for enabling customer due diligence, risk assessment, and regulatory compliance; Providing temporary use of online non-downloadable computer software for for use by authorized securities brokers, account representatives, advisors, and investors for client communications, customer relationship management, workflow processing, wealth planning, proposals, document management, securities trading, insurance management, banking and loan management, estate plan and investment model rebalancing, and case management; Software as a service (SAAS) services featuring software for facilitating wealth and asset management, reporting, asset account status reporting, digital communications between advisors and clients, and access to learning tools, articles, and reports in the fields of wealth management; Software as a service (SAAS) services featuring software for use in the digital onboarding and verification of customer identities and communication for advisors, brokers, and clients; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for facilitating wealth and asset management, reporting, asset account status reporting, digital communications between advisors and clients, and access to learning tools, articles, and reports in the fields of wealth management; Application service provider (ASP) featuring software using artificial intelligence (AI) for facilitating wealth and asset management, reporting, asset account status reporting, digital communications between advisors and clients, and access to learning tools, articles, and reports in the fields of wealth management

Providing stock/securities market information; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial information provided by electronic means in the field of Providing securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, and other authorized persons