Providing online non-downloadable virtual assistant software using artificial intelligence (AI) for use by financial advisors to access, aggregate, and analyze financial, client, account, and business information, and to generate responses to user inquiries in an interactive conversational interface

'access':19 'account':25 'advisor':17 'aggreg':20 'ai':12 'analyz':22 'artifici':10 'assist':7 'busi':27 'client':24 'convers':39 'download':5 'financi':16,23 'generat':31 'inform':28 'inquiri':35 'intellig':11 'interact':38 'interfac':40 'non':4 'non-download':3 'onlin':2 'provid':1 'respons':32 'softwar':8 'use':9,14 'user':34 'virtual':6

CYAN

Owner

Goods & Services