F FINOBI

Owners

Goods & Services

Software as a service (SAAS) services featuring software using artificial intelligence (AI) for use by financial advisors and professionals in the financial services industry, namely, for practice management, document generation and editing, compliance reporting, client reporting, and email drafting; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for financial planning, financial product research, and investment analysis; providing software tools in the nature of providing temporary use of online, non-downloadable software used for generating, editing, and reviewing compliance documents, client communications, digital dashboards, and financial model charts; providing temporary use of online non-downloadable artificial intelligence (AI) based software used for generating research, conducting analysis, and providing recommendation of financial products and investments and featuring integrated compliance and regulatory modules.