Software as a service (SAAS) services featuring software for automated, algorithm-driven financial planning and investment management services assisting users in optimizing contributions to retirement accounts, identifying investment preferences, and generating customized, diversified investment portfolios; Software as a service (SAAS) services featuring software for automated financial decision making, namely, dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; Software as a service (SAAS) services featuring software for analytical reporting, criteria-based messaging, and personalized financial insights

'account':27 'adjust':62 'algorithm':12 'algorithm-driven':11 'analyt':77 'assist':20 'autom':10,46 'base':63,81 'contribut':24 'criteria':80 'criteria-bas':79 'custom':33 'decis':48 'diversifi':34 'dividend':51 'driven':13 'dynam':60 'featur':7,43,74 'financi':14,47,85 'generat':32 'harvest':58 'identifi':28 'insight':86 'invest':17,29,35 'loss':57 'make':49 'manag':18 'messag':82 'name':50 'optim':23 'person':84 'plan':15 'portfolio':36,53 'prefer':30 'proxim':65 'rebalanc':54 'reinvest':52 'report':78 'retir':26,67 'risk':61 'saa':5,41,72 'servic':4,6,19,40,42,71,73 'softwar':1,8,37,44,68,75 'tax':56 'tax-loss':55 'user':21

INVEST4ME

Owners

Goods & Services