Software as a service (SAAS) services, namely, hosting software for use by others for business diagnostic tools, key performance indicator dashboards, goal tracking, business valuation estimates, and AI-powered business readiness chat for independent professional practice owners in dental, veterinary, and mechanical trades

'ai':29 'ai-pow':28 'busi':15,24,31 'chat':33 'dashboard':21 'dental':40 'diagnost':16 'estim':26 'goal':22 'host':8 'independ':35 'indic':20 'key':18 'mechan':43 'name':7 'other':13 'owner':38 'perform':19 'power':30 'practic':37 'profession':36 'readi':32 'saa':5 'servic':4,6 'softwar':1,9 'tool':17 'track':23 'trade':44 'use':11 'valuat':25 'veterinari':41

Financial planning and investment advisory services; Financial wealth management services; Investment advice in the fields of securities, retirement planning, estate planning, portfolio management, and asset allocation

'advic':12 'advisori':5 'alloc':26 'asset':25 'estat':20 'field':15 'financi':1,7 'invest':4,11 'manag':9,23 'plan':2,19,21 'portfolio':22 'retir':18 'secur':17 'servic':6,10 'wealth':8

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