Providing temporary use of a web-based software application for matching and connecting attorneys, accountants, financial planners, wealth managers, insurance agents and investment advisors with clients; Providing temporary use of non-downloadable cloud-based software for matching and connecting attorneys, accountants, financial planners, wealth managers, insurance agents and investment advisors with clients

'account':16,44 'advisor':25,53 'agent':22,50 'applic':10 'attorney':15,43 'base':8,37 'client':27,55 'cloud':36 'cloud-bas':35 'connect':14,42 'download':34 'financi':17,45 'insur':21,49 'invest':24,52 'manag':20,48 'match':12,40 'non':33 'non-download':32 'planner':18,46 'provid':1,28 'softwar':9,38 'temporari':2,29 'use':3,30 'wealth':19,47 'web':7 'web-bas':6

FINDADVISR

Owner

Goods & Services