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 providing analytical reporting, criteria-based messaging, and personalized financial insights

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